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- Tasks: Solve pension, investment, and tax queries for financial planners via phone and email.
- Company: Join a trusted firm known for excellence in supporting UK financial planners.
- Benefits: Enjoy remote work, a salary up to £60,000, 25 days holiday, and a pension plan.
- Why this job: Be part of a supportive team with great onboarding and the chance to train others.
- Qualifications: Pensions knowledge is preferred; level 6 qualification is encouraged but not mandatory.
- Other info: No CV needed to apply; everyone will receive a response.
The predicted salary is between 43200 - 72000 £ per year.
Being the best is important to this firm. They\’re trusted by thousands of UK financial planners and you don\’t get that without excellence as standard.
So when they want the best that\’s what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office.
And by making this job a remote one they do something not all firms do – show they trust their staff. After all you\’re an expert in what you do. You don\’t become that if you\’re not dedicated or conscientious or professional after all.
Here, you\’ll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you\’ll deal with investment and tax questions too.
Alongside being a problem solver extraordinaire you can also get involved in training. This isn\’t a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.
You\’ll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you\’ll get great onboarding/mentoring and a handover when you join. There\’ll be no \”in at the deep end\” here.
Salary is to £60,000. There\’s also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand.
There\’s no bonus as this isn\’t a sales job. It\’s a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with.
HERE\’S WHAT YOU\’LL NEED:
You\’ll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team\’s queries are pension related so it\’s a good skill to have.
The team are all level 6 qualified but you don\’t need to be. Yet. There would though be an expectation that this is a path you will go down.
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Want to know more? Click apply.
If you don\’t have a CV don\’t worry just send us a way of contacting you. We can come to the CV later.
Everyone will get a response.
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Technical Specialist 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 Specialist
✨Tip Number 1
Familiarise yourself with the latest pension regulations and trends in the UK. This knowledge will not only help you answer queries effectively but also demonstrate your commitment to staying updated in your field.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with pensions. Engaging in discussions or attending webinars can provide insights into common issues faced by IFAs, which will be invaluable during your role.
✨Tip Number 3
Consider brushing up on your presentation skills if you're interested in the training aspect of the job. Being able to communicate complex information clearly will set you apart and show your willingness to take on additional responsibilities.
✨Tip Number 4
Research the company culture and values of the firm. Understanding their commitment to excellence and trust will help you align your responses during any interviews, showcasing that you are a perfect fit for their team.
We think you need these skills to ace Technical Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your technical expertise, especially in pensions, investments, and tax queries. Use specific examples of how you've solved problems in these areas to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your dedication to excellence and how your experience aligns with their need for a problem solver who can support IFAs effectively.
Showcase Your Communication Skills: Since the role involves training and presenting, emphasise any experience you have in these areas. Highlight your ability to communicate complex information clearly, whether through webinars or direct client interactions.
Express Willingness to Learn: Mention your commitment to professional development, particularly your intention to pursue level 6 qualifications in pensions. This shows that you're proactive and dedicated to growing within the role.
How to prepare for a job interview at Exchange Street Claims ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your technical knowledge, especially regarding pensions, investments, and tax queries. Be prepared to discuss specific scenarios where you've successfully solved similar issues in the past.
✨Demonstrate Problem-Solving Skills
Since this role is all about being a problem solver, think of examples from your previous experience where you effectively resolved complex issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Express Willingness to Learn
Even if you're not yet level 6 qualified, show enthusiasm for professional development. Discuss your plans to further your qualifications and how you intend to grow your pensions knowledge within the role.
✨Engage with the Team Dynamic
As you'll be joining a small team, it's important to convey your ability to work collaboratively. Share experiences that highlight your teamwork skills and how you can contribute positively to the existing team culture.
