Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide financial planners on pensions, investments, and tax mitigation solutions.
- Company: Flexible, remote-first company with a commitment to diversity and inclusion.
- Benefits: Up to £52,000 salary, generous bonus, 28 days leave, and extensive benefits.
- Other info: Promotional opportunities every year and a focus on career growth.
- Why this job: Become a technical expert in financial planning while working from home.
- 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. Here they’re expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you’ll work from home. And it’s not just that which stands out. 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)
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. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they’ve allied with a charity that represents people with neurodiversity. 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 likely are 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 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 Manchester
✨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 firms like this one. A friendly chat can sometimes lead to a foot in the door.
✨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 highlight your soft skills during interviews. Being able to communicate complex ideas clearly is key in this role. Share examples of how you've successfully advised or challenged senior advisers in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you have any questions, just send us your contact details and we’ll get back to you. Everyone deserves a chance!
We think you need these skills to ace Technical Consultant - Financial Planning in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Consultant role. Highlight your experience in financial planning, especially around pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be genuine and let your personality come through – we love that!
Showcase Your Qualifications: Since we're looking for someone level 4 qualified, make sure to clearly list your qualifications and any relevant certifications. This helps us see your technical foundation right away!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure you get a response. Plus, it shows you're keen on joining our team!
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 provide practical solutions.
✨Show Your Problem-Solving Skills
During the interview, be ready to demonstrate how you approach problem-solving. Think of examples where you've helped financial planners tackle complex issues. This role is all about being the go-to person for technical queries, so showcasing your ability to break down problems and offer clear solutions will set you apart.
✨Emphasise Your Communication Skills
Since you'll be guiding financial planners, it's crucial to communicate complex information clearly. Practice explaining technical concepts in simple terms. You might even want to prepare a mini-presentation on a relevant topic to showcase your ability to convey information effectively.
✨Align with Their Values
This company values diversity and fairness, so it’s a good idea to reflect on how your own values align with theirs. Be prepared to discuss your thoughts on diversity in the workplace and any experiences you have that demonstrate your commitment to inclusivity. This will show that you’re not just a fit for the role, but also for the company culture.