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- Tasks: Guide financial planners on pensions and investments, providing clear solutions to client queries.
- Company: A forward-thinking firm prioritising professional development and internal promotions.
- Benefits: Generous salary, extensive benefits, remote work, and a reliable bonus scheme.
- Why this job: Become a technical expert while making a real impact in financial planning.
- Qualifications: Knowledge of financial planning and strong communication skills.
- Other info: Diverse and inclusive workplace with genuine career growth opportunities.
The predicted salary is between 42000 - 58000 £ per year.
Salary/Rate: To £52,000 + extensive benefits + bonus
Why do people move jobs? Well, there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business.
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. 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.
Promotion opportunities
There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too.
Salary and bonus details
There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:
- Non-contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Dental Insurance
- Life Cover (x10)
It's not just pay either. They trust their staff. This is a remote role, with occasional travel into a local office.
Diversity & Inclusion
Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years.
Technical Advice Consultant in Birmingham employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Advice Consultant in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend webinars, and join relevant groups. The more connections you make, the better your chances of landing that Technical Advice Consultant role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge, especially around pensions and investments. We recommend practising common interview questions and scenarios to show you’re the go-to expert they need.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for openings where you can grow and learn, and make sure to tailor your approach to each opportunity.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Technical Advice Consultant in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Advice Consultant role. Highlight your experience in financial planning, especially with pensions and investments, so we can see how you fit into our team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about this role and how you can help financial planners solve their queries. Be genuine and let your personality shine through!
Showcase Your Expertise: In your application, don’t shy away from showcasing your technical knowledge. We want to know how you’ve tackled complex cases in the past and what solutions you’ve provided.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
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. This role is all about guiding financial planners, so being able to discuss technical details confidently will set you apart. Prepare for questions that test your understanding of complex financial concepts.
✨Showcase Your Problem-Solving Skills
Be ready to demonstrate how you've tackled challenging situations in the past. Think of specific examples where you helped clients or colleagues understand complex issues. This will highlight your ability to provide clear solutions, which is key for this role.
✨Emphasise Continuous Learning
Since this company values learning and professional development, share your commitment to ongoing education. Mention any relevant courses or certifications you've pursued, and express your enthusiasm for further growth within the firm.
✨Cultural Fit Matters
Research the company's values around diversity and inclusion. Be prepared to discuss how you align with these principles and how you can contribute to a positive workplace culture. Showing that you care about these aspects can make a strong impression.
