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- Tasks: Solve pension, investment, and tax queries for financial planners via phone and email.
- Company: Join a trusted firm known for excellence in supporting UK financial planners.
- Benefits: Enjoy remote work, a salary up to £60,000, 25 days holiday, and a pension.
- Why this job: Be part of a supportive team with great onboarding and the chance to train others.
- Qualifications: Pensions knowledge is preferred; level 6 qualification is encouraged but not mandatory.
- Other info: No CV needed to apply; everyone will receive a response.
The predicted salary is between 43200 - 72000 £ per year.
Being the best is important to this firm. They\’re trusted by thousands of UK financial planners, and you don\’t achieve that without excellence as standard.
When they seek the best, they find the right person for the job, not necessarily someone who lives nearby.
By making this job remote, they demonstrate trust in their staff. You\’re an expert in your field; professionalism, dedication, and conscientiousness are key.
In this role, you\’ll use your technical knowledge to resolve issues for the thousands of IFAs who rely on this business for support. The focus is primarily on pension queries via phone and email, but you\’ll also handle investment and tax questions.
While problem-solving is core, there\’s an opportunity to get involved in training, particularly through webinars. This isn\’t mandatory but adds an extra layer of responsibility and variety to the role.
You\’ll join a team of 6 specialists, each with extensive experience. Some team members are approaching retirement, so this vacancy is strategic, ensuring excellent onboarding and mentoring with a smooth handover.
Salary is GBP 60,000, with benefits including a pension, 25 days holiday, and PMI. The benefits package is under review and likely to expand.
This is not a sales role; there are no bonuses. It\’s a support, problem-solving, and client-delighting role, working alongside planners and paraplanners.
HERE\’S WHAT YOU\’LL NEED:
You should be a pensions specialist or a generalist willing to develop pensions expertise. Approximately two-thirds of team queries are pension-related, making this a valuable skill.
The team is all Level 6 qualified, but this isn\’t required initially. However, progression towards this qualification is expected.
Interested? Click apply. If you don\’t have a CV, just send us your contact details, and we can review your CV later. Everyone will receive a response.
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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 help you answer queries more effectively but also demonstrate your commitment to staying updated in your field.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with pensions. Engaging in discussions or forums can provide insights into common issues faced by IFAs, which you can reference during interviews.
✨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 highlight your expertise.
✨Tip Number 4
If you're interested in the training aspect of the role, consider creating a short presentation on a relevant topic. This will not only show your enthusiasm for the position but also your ability to communicate complex information clearly.
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 providing excellent support to financial planners.
Tailor Your CV: Highlight your relevant experience in pensions or general financial services. Emphasise any problem-solving skills and technical knowledge that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others and your ability to solve complex issues. Mention your willingness to grow your pensions knowledge and any experience with training or presenting.
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 and keeps you on their radar.
How to prepare for a job interview at Exchange Street Executive Search
✨Showcase Your Technical Knowledge
Make sure to brush up on your technical knowledge, especially regarding pensions, investments, and tax queries. Be prepared to discuss specific scenarios where you've successfully solved similar issues in the past.
✨Demonstrate Problem-Solving Skills
Since this role is all about being a problem solver, think of examples from your previous experience where you effectively resolved complex issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Express Willingness to Learn
Even if you're not yet level 6 qualified, show enthusiasm for professional development. Discuss your plans to pursue further qualifications and how you intend to grow your pensions knowledge.
✨Engage with the Team Dynamic
As you'll be joining a small team, it's important to convey your ability to work collaboratively. Share experiences that highlight your teamwork skills and how you can contribute positively to the existing team culture.
