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- Tasks: Guide financial planners on pensions, investments, and tax mitigation solutions.
- Company: Flexible work-from-home culture with a focus on diversity and inclusion.
- Benefits: Up to £52,000 salary, generous bonus, 28 days leave, and extensive benefits.
- Other info: Promotional opportunities every year and commitment to diversity in leadership.
- Why this job: Become a technical expert in financial planning and make a real impact.
- Qualifications: Level 4 qualified with a background in financial planning or technical support.
The predicted salary is between 39000 - 52000 £ per year.
Salary/Rate: To £52,000 + extensive benefits + bonus
Fed up of that trip into the office? Not a problem you’ll encounter at this business. If you live within commutable distance of Birmingham and Manchester (1 hour) you’ll work from home. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And 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)
They have partnerships with charities that represent people with disabilities, the LGBTQ+ community, and neurodiversity. Diversity isn’t just a buzzword: % women in leadership is on track to 40% in the next 3 years; people of colour will account for 12% of workforce.
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, 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 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 Consultant - Financial Planning in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at companies like this one. A friendly chat can sometimes lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since you'll be guiding financial planners, make sure you can confidently discuss pensions, investments, and tax mitigation strategies. Show them you're the expert they need!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being able to explain complex concepts clearly is key in this role. Think of examples from your past where you've successfully communicated technical information to non-technical folks.
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets seen. Plus, if you have any questions or need help, just drop us a message and we’ll get back to you. Everyone deserves a chance!
We think you need these skills to ace Technical Consultant - Financial Planning in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Technical Consultant role. Highlight your financial planning knowledge and any relevant qualifications, like being level 4 qualified. We want to see how you can be the go-to person for technical queries!
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 background makes you a perfect fit for our team. Don’t forget to mention your desire to help others and your approach to problem-solving.
Showcase Your Expertise: In your application, don’t shy away from showcasing your technical knowledge. Whether you’re a paraplanner or a financial planner, let us know how you’ve tackled complex cases in the past. We love seeing candidates who can explain things clearly and come up with solutions!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we promise everyone will get a response, so you won’t be left hanging!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and tax mitigation. Be prepared to discuss specific cases or scenarios where you've applied your expertise, as this will show that you're not just familiar with the theory but can also put it into practice.
✨Show Your Problem-Solving Skills
In this role, you'll be guiding financial planners through their queries. Think of examples where you've successfully solved complex problems or provided clear solutions. This will demonstrate your ability to think critically and help others navigate tricky situations.
✨Emphasise Your Communication Skills
Since you'll need to explain technical concepts clearly, practice articulating your thoughts in a straightforward manner. Consider how you would explain a complicated topic to someone without a financial background. This will highlight your ability to communicate effectively with clients and colleagues alike.
✨Be Yourself and Show Enthusiasm
This company values diversity and character, so don’t be afraid to let your personality shine through. Show genuine enthusiasm for the role and the opportunity to grow within the company. A positive attitude can go a long way in making a great impression!