Technical Specialist: Pensions & Planning Enablement

Lloyds Banking Group; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping

30 days' holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Job summary

A leading financial institution in the UK is seeking a Technical Specialist to enhance adviser relationships and deliver essential technical support. This field-based role involves producing technical content on pensions and tax, collaborating with various stakeholders, and contributing to the development of adviser tools. Applicants should hold a Level 6 qualification in Financial Planning and possess strong communication skills. Enjoy hybrid working arrangements and a variety of benefits including a generous pension contribution, performance-related bonuses, and extensive holiday.

Qualifications

• Hold a Level 6 qualification in Financial Planning or relevant designation.
• Confidently deliver engaging technical content to adviser audiences.
• Ability to collaborate with internal stakeholders effectively.

Responsibilities

• Produce and deliver technical content across pensions and tax.
• Contribute to development of adviser tools and resources.
• Provide reactive support to firms on complex cases.

Skills

Stakeholder management

Excellent communication skills

Market Awareness

Front-of-house capability

Adviser outcomes focus

Education

Level 6 qualification in Financial Planning

Job description

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