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- Tasks: Guide financial planners on queries about pensions, investments, and tax mitigation.
- Company: Dynamic financial planning firm offering remote work and career progression.
- Benefits: Up to £54,000 salary, 10% pension, 28 days leave, and generous bonuses.
- Other info: Promotional opportunities every year and a supportive, collaborative environment.
- Why this job: Become a technical expert while making a real impact in financial planning.
- Qualifications: Level 4 qualified with a background in paraplanning or financial planning.
The predicted salary is between 54000 - 54000 £ per year.
About
Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. Starting salary is up to c£54,000, includes a 10% non‑contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary.
Benefits
- Non‑contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Life Cover (x10)
Responsibilities
You’ll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them understand each case, explain the facts clearly, and come up with solutions to their client’s problem. In short, you’ll become the go‑to person for everything technical. An expert.
Qualifications
You’ll likely be a paraplanner who wants to be hands on, or a financial planner who wants to contribute solutions without the pressures of targets. Whilst you can work remotely, you will be within an hour’s drive of Manchester, Birmingham or Bristol. 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.
Technical Consultant (Financial Planning) in Birmingham employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment 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 you're interested in. A friendly chat can sometimes lead to a referral, which is gold dust in landing that job.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role focuses on pensions, investments, and tax mitigation, make sure you can discuss these topics confidently. We want you to shine as the go-to expert they’re looking for!
✨Tip Number 3
Don’t forget to showcase your problem-solving skills during interviews. Share examples of how you've tackled complex queries in the past. This will demonstrate your ability to guide financial planners effectively, just like the job requires.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Technical Consultant role!
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 experiences that match the Technical Consultant role. Highlight your expertise in financial planning, especially around pensions and investments, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you the perfect candidate. Don’t forget to mention your Level 4 qualification!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex financial queries in the past. We want to see how you can guide financial planners and come up with effective solutions for clients.
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 from us!
How to prepare for a job interview at Exchange Street Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax mitigation. Being able to confidently discuss these topics will show that you're ready to be the go-to person for financial planners.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex issues in the past. This role is all about guiding others through their queries, so demonstrating your ability to find solutions will set you apart from other candidates.
✨Understand the Company Culture
Research the company’s values and work culture. Since this role offers remote work, showing that you can thrive in a home environment while still being a team player will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This not only shows your interest but also gives you a chance to assess if this position aligns with your career goals and aspirations.