Remote Technical Consultant - Financial Planning Expert in Birmingham
Remote Technical Consultant - Financial Planning Expert

Remote Technical Consultant - Financial Planning Expert in Birmingham

Birmingham Full-Time 31200 - 52000 £ / year (est.) No home office possible
Exchange Street Claims ltd

At a Glance

  • Tasks: Guide financial planners on technical queries about pensions and investments.
  • Company: Leading financial consultancy with a commitment to diversity and inclusion.
  • Benefits: Attractive salary up to £52,000, non-contributory pension, dental insurance, and life cover.
  • Why this job: Work from home while making a real impact in financial planning.
  • Qualifications: Level 4 qualification is essential for this expert role.
  • Other info: Join a diverse workplace aiming for 40% women in leadership.

The predicted salary is between 31200 - 52000 £ per year.

A leading financial consultancy is looking for a Technical Consultant in Financial Planning based in Birmingham. You’ll guide financial planners on technical queries focusing on pensions and investments.

The role offers an attractive salary up to £52,000 and an extensive benefits package including a non-contributory pension, dental insurance, and life cover.

Embrace the opportunity to work from home while contributing to a diverse workplace aiming for 40% women in leadership.

Your level 4 qualification is essential for this expert role.

Remote Technical Consultant - Financial Planning Expert in Birmingham employer: Exchange Street Claims ltd

Join a leading financial consultancy that prioritises employee well-being and professional growth. With an attractive salary of up to £52,000, a comprehensive benefits package, and the flexibility of remote work, you will thrive in a supportive environment that values diversity and aims for 40% women in leadership roles. This is an excellent opportunity for those looking to make a meaningful impact in the financial planning sector while enjoying a balanced work-life dynamic.
Exchange Street Claims ltd

Contact Detail:

Exchange Street Claims ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Technical Consultant - Financial Planning Expert in Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice answering common technical questions related to pensions and investments to show off your expertise!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.

✨Tip Number 4

Apply through our website for the best chance at landing that remote Technical Consultant role. We’ve got all the resources you need to make your application stand out, so take advantage of it!

We think you need these skills to ace Remote Technical Consultant - Financial Planning Expert in Birmingham

Technical Consulting
Financial Planning
Pensions Expertise
Investment Knowledge
Level 4 Qualification
Communication Skills
Problem-Solving Skills
Client Guidance
Analytical Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Technical Consultant in Financial Planning. Highlight your experience with pensions and investments, and don’t forget to mention your level 4 qualification – it’s essential for us!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills can help us guide financial planners effectively. Keep it concise but impactful.

Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in financial consultancy or technical support. We want to see how you’ve tackled similar challenges in the past!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Exchange Street Claims ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in financial planning, as this will show your expertise and confidence during the interview.

✨Prepare for Technical Questions

Expect to face technical queries that assess your problem-solving skills. Think of real-life scenarios where you've successfully guided clients or colleagues through complex financial issues, and be ready to discuss these examples in detail.

✨Showcase Your Communication Skills

As a Technical Consultant, you'll need to explain complex concepts clearly. Practice articulating your thoughts on financial planning topics, ensuring you can convey your ideas simply and effectively, which is crucial for guiding financial planners.

✨Embrace the Remote Work Culture

Since this role is remote, demonstrate your ability to work independently and manage your time effectively. Share examples of how you've successfully collaborated with teams or clients from a distance, highlighting your adaptability and commitment to a diverse workplace.

Remote Technical Consultant - Financial Planning Expert in Birmingham
Exchange Street Claims ltd
Location: Birmingham

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