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- Tasks: Solve pension, investment, and tax queries for financial planners remotely.
- Company: Join a trusted firm known for excellence in financial support across the UK.
- Benefits: Enjoy remote work, a salary up to £60,000, 25 days holiday, and a pension plan.
- Why this job: Be part of a supportive team, with great onboarding and opportunities for training and mentoring.
- Qualifications: Pensions knowledge is preferred; level 6 qualification is a plus but not mandatory.
- Other info: No CV needed to apply; everyone will receive a response.
Being the best is important to this firm. They\’re trusted by thousands of UK financial planners and you don\’t get that without excellence as standard.
So when they want the best that\’s what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office.
And by making this job a remote one they do something not all firms do – show they trust their staff. After all you\’re an expert in what you do. You don\’t become that if you\’re not dedicated or conscientious or professional after all.
Here, you\’ll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you\’ll deal with investment and tax questions too.
Alongside being a problem solver extraordinaire you can also get involved in training. This isn\’t a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.
You\’ll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you\’ll get great onboarding/mentoring and a handover when you join. There\’ll be no \”in at the deep end\” here.
Salary is to £60,000. There\’s also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand.
There\’s no bonus as this isn\’t a sales job. It\’s a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with.
HERE\’S WHAT YOU\’LL NEED:
You\’ll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team\’s queries are pension related so it\’s a good skill to have.
The team are all level 6 qualified but you don\’t need to be. Yet. There would though be an expectation that this is a path you will go down.
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Want to know more? Click apply.
If you don\’t have a CV don\’t worry just send us a way of contacting you. We can come to the CV later.
Everyone will get a response.
Technical Specialist employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Specialist
✨Tip Number 1
Familiarise yourself with the latest pension regulations and trends in the UK. This will not only boost your confidence during discussions but also demonstrate your commitment to staying updated in a field that is constantly evolving.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with pensions. Engaging in conversations with them can provide valuable insights and may even lead to referrals or recommendations for the role.
✨Tip Number 3
Prepare to showcase your problem-solving skills through real-life examples. Think of specific instances where you've successfully resolved complex issues, particularly related to pensions, as this will resonate well with the hiring team.
✨Tip Number 4
If you have experience in training or presenting, be ready to discuss this in detail. Highlight any webinars or training sessions you've conducted, as this could set you apart from other candidates and align with the additional responsibilities of the role.
We think you need these skills to ace Technical Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Specialist. Familiarise yourself with pension queries and the importance of problem-solving in this role.
Tailor Your CV: Highlight your relevant experience in pensions or financial services. If you're a generalist, emphasise your willingness to grow your pensions knowledge and any related qualifications.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for helping others and your problem-solving skills. Mention any experience with training or presenting, as this could set you apart.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week or two. This shows your enthusiasm for the position.
How to prepare for a job interview at Exchange Street Executive Search
✨Showcase Your Technical Knowledge
As a Technical Specialist, it's crucial to demonstrate your expertise in pensions, investments, and tax queries. Prepare to discuss specific scenarios where you've successfully solved complex issues, as this will highlight your problem-solving skills.
✨Emphasise Your Communication Skills
Since you'll be dealing with financial planners and paraplanners, effective communication is key. Be ready to explain how you can convey complex information clearly and concisely, especially if you're involved in training or webinars.
✨Express Your Willingness to Learn
Even if you're not yet level 6 qualified, show enthusiasm for professional development. Discuss your plans to enhance your pensions knowledge and how you intend to pursue further qualifications, as this aligns with the company's expectations.
✨Demonstrate Team Collaboration
With an existing team of specialists, it's important to show that you can work well with others. Share examples of how you've collaborated in previous roles, and express your eagerness to learn from experienced colleagues during the onboarding process.
