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For Companies At a Glance
- Tasks: Provide technical support and guidance in a fast-paced financial services environment.
- Company: Join a high-performing team at a leading financial services provider.
- Benefits: Remote work, IT equipment provided, and competitive pay based on experience.
- Why this job: Make a real impact by improving customer outcomes and driving quality.
- Qualifications: RQF Level 4 qualification and 5 years of financial advice assessment experience.
- Other info: Opportunity for professional growth and to work independently in a dynamic setting.
The predicted salary is between 36000 - 60000 £ per year.
London, United Kingdom | Posted on 27/01/2026
Role Overview
We are seeking a Technical SME with significant financial services experience to join a high-performing team and support a major provider’s retrospective review of investment product sales. You will be working in a results-orientated environment, where your core responsibility will be to provide technical support to the operation by responding to ‘tech referrals’, supporting with training and running ‘tech clinics’, amongst other things. The ideal candidate will have experience reviewing advice across areas such as investment and pensions and be able to confidently interpret and apply guidance to answer complex queries.
Key Responsibilities
- Provide technical guidance/support to the operation
- Manage and respond to queries raised within agreed SLAs, escalating to other parts of the programme where necessary
- Manage Quality appeals using technical knowledge and experience to ensure the right outcomes are being delivered for customers
- Perform trend analysis and feeding into MI at both a team and operational level
Supplementary Responsibilities
- Provide support to, and work closely with the Technical SME Team Manager to drive a consistent level of quality across the operation
- Consider the appropriateness and adequacy of decisions reached in respect customer outcome
- Where applicable, attend client-facing meetings and discuss technical aspects of outcomes reached within Case Clinic
- Help identify trends to support continuous improvement of consistency and quality. This includes considering and raising identified gaps in knowledge and/or training for reviewers, suggesting enhancements to core processes/procedures deployed in the activity of checking suitability of advice
Essential Experience and Skills
- A minimum of RQF Level 4 in a suitable qualification, such as DipPFS (or equivalent) with a minimum of 5 years’ experience assessing financial advice customer outcomes
- Ability to demonstrate decision-making using a holistic approach
- Excellent attention to detail and accuracy of technical info
- Excellent communication and presentation skills, with a strong ability to interpret complex queries and provide clear responses
- Ability to work to demanding deadlines in a high-pressure, fast-paced environment
- Ability to attain and maintain specified quality and production targets
- Ability to work independently
- Demonstrate an ability to work with honesty, integrity and trustworthiness
- Maintain high standards of professionalism and competence
Please note: Commitment to the duration of the project is expected.
Technical SME employer: Deloitte - Recruitment
Contact Detail:
Deloitte - Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical SME
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Technical SME role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investment products and pensions, as well as how you’ve tackled complex queries in the past. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to leverage our website for job applications! It’s super easy to apply directly through us, and we’re here to support you every step of the way. Plus, it shows you’re serious about landing that Technical SME gig.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your fit for the role. Let’s keep you top of mind!
We think you need these skills to ace Technical SME
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial services experience and technical skills. We want to see how your background aligns with the role of Technical SME, so don’t be shy about showcasing relevant projects or achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm and a clear understanding of what we do at StudySmarter, so let your personality come through.
Showcase Your Communication Skills: Since this role involves interpreting complex queries, make sure your application reflects your communication prowess. We appreciate clarity and precision, so keep your language straightforward and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Deloitte - Recruitment
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around investment products and pensions. Be ready to discuss specific cases where you've applied your technical expertise to solve complex queries.
✨Showcase Your Communication Skills
Since you'll be interpreting complex information, practice explaining technical concepts in simple terms. Think of examples where you've successfully communicated with clients or team members to clarify difficult topics.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like managing a tech referral or conducting a training session. Prepare by thinking through your past experiences and how they relate to the responsibilities outlined in the job description.
✨Demonstrate Your Attention to Detail
Highlight instances where your attention to detail made a difference in your work. Whether it was ensuring compliance with regulations or improving quality outcomes, be ready to share these examples to show you can maintain high standards.
