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For Companies At a Glance
- 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.
Job Description
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.\\n\\n 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.\\n\\n 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.\\n\\n 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.\\n\\n 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.\\n\\n 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.\\n\\n 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.\\n\\n 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.\\n\\nHERE'S WHAT YOU'LL NEED:\\n\\n 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.\\n\\n 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.\\n\\n—————————————————————————————\\n Want to know more? Click apply.\\n\\n 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.\\n\\n 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 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.
