Remote Technical Specialist — Report & Research Expert

Energy Jobline ZR; Gerrards Cross; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working

Monthly office day

Pension scheme

Training days in London

Wellbeing days

Team social events

Job summary

Energy Jobline ZR is seeking a diploma-qualified Technical Specialist for an established financial planning firm. You will focus on producing high-quality technical work, with a strong emphasis on report writing and research across diverse cases, and act as a knowledge resource for financial planners.

Role offers remote-based work with a monthly office day in Gerrards Cross; suitable candidates must be located in Hertfordshire, Buckinghamshire, Oxfordshire, or Berkshire and able to commute for

Qualifications

• Diploma-qualified with Level 4 certification.
• 5–10 years in financial services.
• Role is report-writing focused, not investment management.
• Aims to build a long-term career as a technical specialist.

Responsibilities

• Heavy focus on report writing and research across diverse cases.
• Serve as a technical resource for financial planners.
• Collaborate with discretionary fund managers; no investment management duties.
• Attend client meetings with planners if desired.
• Contribute to team discussions and process improvements.

Skills

Report writing

Research

Technical resource

Education

Diploma Level 4

Job description

Energy Jobline ZR is seeking a diploma-qualified Technical Specialist for an established financial planning firm. You will focus on producing high-quality technical work, with a strong emphasis on report writing and research across diverse cases, and act as a knowledge resource for financial planners.

Role offers remote-based work with a monthly office day in Gerrards Cross; suitable candidates must be located in Hertfordshire, Buckinghamshire, Oxfordshire, or Berkshire and able to commute for