Technical Consultant - Financial Planning

Exchange Street Claims ltd; Bristol (VA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Non-contributory pension (10%)

28 days leave

Critical illness coverage

Dental insurance

Life cover (x10)

Job summary

A financial consultancy firm in Virginia seeks a Technical Consultant with expertise in financial planning. As the go-to expert, you will provide guidance on pensions, investments, and tax strategies, helping financial planners deliver clear solutions. Ideal candidates will have a Level 4 qualification and a background in paraplanning or technical support. The role offers a competitive salary, generous bonus scheme, and a robust benefits package, fostering an environment of growth and support.

Qualifications

• Experience as a paraplanner or financial planner.
• Background in technical support, helpdesk, or quality assurance.
• Ability to guide and advise senior advisers.

Responsibilities

• Guide financial planners on pensions, investments, and tax mitigation.
• Resolve queries and provide technical solutions.
• Become the go-to person for technical advice.

Skills

Financial planning expertise

Technical problem-solving

Communication skills

Education

Level 4 qualification

Job description

Technical Consultant - Financial Planning

Salary/Rate: Competitive + bonus + extensive benefits

Fed up of no progress and poor pay?
Not problems you’ll encounter at this business.
Here 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 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’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.

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.