Technical Consultant - Financial Planning

Exchange Street Claims ltd; Manchester; On-site; GBP 46,800 - 57,200; Full time

Benefits offered by this job

Non-contributory pension (10%)

28 days leave

Critical Illness cover

Dental Insurance

Life Cover (x10)

Performance bonuses

Job summary

A leading financial consultancy in the UK is seeking a Technical Consultant specializing in financial planning. This role offers the flexibility of working from home and a competitive salary up to £52,000, along with extensive benefits including a non-contributory pension and 28 days leave. Ideal candidates will possess a Level 4 qualification and a strong technical foundation in financial services. The firm promotes diversity and is committed to fairness within the workplace.

Qualifications

• Experience as a paraplanner or financial planner.
• Background in technical support or quality assurance.
• Strong foundation in financial concepts and solutions.

Responsibilities

• Guide financial planners with technical queries on pensions and investments.
• Explain facts clearly to clients.
• Become an expert and go-to person for technical issues.

Skills

Technical knowledge in financial planning

Ability to guide financial planners

Pensions and investments expertise

Clear communication skills

Education

Level 4 qualification

Job description

Technical Consultant - Financial Planning

Salary/Rate: To £52,000 + extensive benefits + bonus

Fed up of that trip into the office?

Not a problem you'll encounter at this business.

Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home.

And it's not just that which stands out.

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

The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid.

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?

And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). 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 have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. 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 likely are 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.

Ready to become an expert? Click apply.

If you don't have a CV send us contact details and we will be in touch to answer your questions.

Everyone will get a response.