Technical Consultant - Financial Planning

Exchange Street Claims & Financial Services; Gloucester; Remote; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Home working

Generous bonus scheme

Non-contributory pension (10%)

28 days leave

PHI

Critical Illness

Dental Insurance

Life Cover (x10)

Job summary

Exchange Street Claims & Financial Services seeks a capable paraplanner or hands-on financial planner to guide advisers on pensions, investments and tax mitigation. You will help explain the facts clearly and develop practical solutions for client cases while becoming the technical go-to for the team.

The role offers working from home with a competitive starting salary, a 10% non-contributory pension and an extensive benefits package. They promote diversity and a fair, supportive environment.

Qualifications

• Paraplanner or technical financial planning background is preferred.
• Level 4 qualification is required.
• Ability to explain complex pensions, investments and tax mitigation clearly to advisers.
• Willingness to work from home with robust communication.

Responsibilities

• Guide financial planners on pensions, investments and tax mitigation queries.
• Explain facts clearly and propose practical solutions for client cases.
• Serve as the go-to technical expert for advisers and support the team.

Skills

Pensions knowledge

Investments knowledge

Technical support

Paraplanner experience

Education

Level 4 qualified

Job description

Not every technical financial planning role means more of the same.

This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home.

A competitive starting salary including a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid.

They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary.

There's also an extensive benefits package including:

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

How many firms can match that?

Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords.

For example, the percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They do great work in the LGBTQ+, disabled and neurodiverse communities.

Again, it's a business that puts fairness at the core of what it does.

THE JOB

You already know about financial planning but this job will take that knowledge up several levels.

You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem.

In short, you'll become the go-to person for everything technical. An expert.

HERE'S WHAT YOU'LL NEED

You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets.

You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C.

Either way you'll have a technical foundation to build on.

You'll be level 4 qualified.

And you'll have the character to advise and sometimes challenge senior advisers.

Everyone will get a response.