Technical SME

Deloitte - Recruitment; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is looking for a Technical SME to provide support for a major provider’s review of investment product sales. The candidate must have significant experience in financial services, particularly in assessing customer outcomes. Responsibilities include providing technical guidance, managing queries, and supporting continuous improvement in quality. This position is remote and requires commitment to the project duration.

Benefits

IT Equipment Provided

Qualifications

• Minimum of 5 years’ experience assessing financial advice customer outcomes.
• Ability to demonstrate decision-making using a holistic approach.
• Ability to work to demanding deadlines in a high-pressure environment.

Responsibilities

• Provide technical guidance/support to the operation.
• Manage and respond to queries within agreed SLAs.
• Perform trend analysis and feed into MI at team and operational levels.

Skills

Financial services experience

Attention to detail

Excellent communication skills

Decision-making abilities

Ability to work independently

Education

RQF Level 4 qualification (DipPFS or equivalent)

Job description

London, United Kingdom | Posted on 27/01/2026

Role: Technical SME Rate: DOE Inside IR35

Start Date: March 2026

Location: Remote

IT Equipment Provided

Role Overview

We are seeking a Technical SME withsignificant financial services experience to join a high ‑ performing team and support a majorprovider’s retrospective review of investment product sales.
You will be working in a results‑orientated environment, where your core responsibility will be to provide technical support to the operation by responding to ‘tech referrals’, supporting with training and running ‘tech clinics’, amongst other things.
The ideal candidate will have experience reviewing advice across areas such as investment and pensions and be able to confidently interpret and apply guidance to answer complex queries.

Key Responsibilities

• Provide technical guidance/support to the operation
• Manage and respond to queries raised within agreed SLAs, escalating to other parts of the programme where necessary
• Manage Quality appeals using technical knowledge and experience to ensure the right outcomes are being delivered for customers
• Perform trend analysis and feeding into MI at both a team and operational level

Supplementary Responsibilities

• Provide support to, and work closely with the TechnicalSME Team Manager to drive a consistent level of quality across the operation
• Consider the appropriateness and adequacy of decisions reached in respect customer outcome
• Where applicable, attend client‑facing meetings and discuss technical aspects of outcomes reached within Case Clinic
• Help identify trends to support continuous improvement of consistency and quality. This includes considering and raising identified gaps in knowledge and/or training for reviewers, suggesting enhancements to core processes/procedures deployed in the activity of checking suitability of advice

Essential Experience and Skills

• A minimum of RQF Level 4 in a suitable qualification, such as DipPFS (or equivalent) with a minimum of 5 years’ experience assessing financial advice customer outcomes
• Ability to demonstrate decision‑making using a holistic approach
• Excellent attention to detail and accuracy of technical info
• Excellent communication and presentation skills, with a strong ability to interpret complex queries and provide clear responses
• Ability to work to demanding deadlines in a high‑pressure, fast‑paced environment
• Ability to attain and maintain specified quality and production targets
• Ability to work independently
• Demonstrate an ability to work with honesty, integrity and trustworthiness
• Maintain high standards of professionalism and competence

Please note: Commitment to the duration of the project is expected.