At a Glance
- Tasks: Guide financial planners on pensions, investments, and tax mitigation solutions.
- Company: A forward-thinking firm prioritising diversity and employee growth.
- Benefits: Up to £50,000 salary, 10% pension, 28 days leave, and generous bonuses.
- Other info: Promotional opportunities every year and commitment to diversity and fairness.
- Why this job: Become a technical expert while working from home in a supportive environment.
- Qualifications: Level 4 qualified with a background in financial planning or technical support.
The predicted salary is between 38250 - 46750 £ per year.
Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£50,000, includes a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary.
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? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, 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 do great work in the LGBTQ+, disabled and neurodiverse communities. 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.
Technical Consultant - Financial Planning in Manchester employer: Exchange Street Claims & Financial Services Careers
As a leading player in the claims handling sector, our company offers a dynamic and supportive work environment that prioritises employee development and well-being. With a strong focus on exceptional customer service and compliance, we provide our team with comprehensive training and growth opportunities, all while enjoying the flexibility of remote work from the vibrant city of Leeds. Join us to be part of a collaborative culture that values your expertise and encourages professional advancement.
Contact Details:
Exchange Street Claims & Financial Services Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical Consultant - Financial Planning in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Exchange Street Claims & Financial Services Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Consultant - Financial Planning in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Exchange Street Claims & Financial Services Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Exchange Street Claims & Financial Services Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Exchange Street Claims & Financial Services Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Exchange Street Claims & Financial Services Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Exchange Street Claims & Financial Services Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Exchange Street Claims & Financial Services Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
