Remote Technical Consultant, Financial Planning Expert in Bristol
Remote Technical Consultant, Financial Planning Expert

Remote Technical Consultant, Financial Planning Expert in Bristol

Bristol Full-Time 54000 - 54000 £ / year (est.) No home office possible
Exchange Street Recruitment

At a Glance

  • Tasks: Provide expert guidance on pensions and investments while working remotely.
  • Company: Leading recruitment firm offering a dynamic work environment.
  • Benefits: Up to £54,000 salary, 10% pension, 28 days leave, and bonuses.
  • Other info: Enjoy a flexible remote work lifestyle with great career growth potential.
  • Why this job: Join a hands-on role with no target pressures and make a real impact.
  • Qualifications: Level 4 qualification required; ideal for paraplanners or financial planners.

The predicted salary is between 54000 - 54000 £ per year.

A leading recruitment firm is looking for a technical financial planner in the UK, offering a starting salary up to £54,000. This remote role allows you to provide critical guidance on pensions and investments and requires a Level 4 qualification.

Benefits include:

  • 10% non-contributory pension
  • 28 days leave
  • Bonus opportunities

Ideal candidates are paraplanners or financial planners seeking a hands-on role without target pressures.

Remote Technical Consultant, Financial Planning Expert in Bristol employer: Exchange Street Recruitment

As a leading recruitment firm, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee well-being and professional growth. Our remote Technical Consultant role not only offers competitive benefits such as a generous pension scheme and ample leave but also provides a unique opportunity to make a meaningful impact in the financial planning sector without the stress of target pressures. Join us to advance your career in a collaborative environment that values your expertise and encourages continuous development.
Exchange Street Recruitment

Contact Detail:

Exchange Street Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Technical Consultant, Financial Planning Expert in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a remote technical consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for virtual interviews by practising common questions and showcasing your expertise in pensions and investments. Make sure to highlight your Level 4 qualification and any relevant experience that sets you apart from the competition.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each application to show why you’re the perfect fit for their team.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to reiterate why you’d be a great addition to their team.

We think you need these skills to ace Remote Technical Consultant, Financial Planning Expert in Bristol

Financial Planning
Pensions Knowledge
Investment Strategies
Level 4 Qualification
Paraplanning
Client Consultation
Regulatory Compliance
Analytical Skills
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and any Level 4 qualifications you have. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!

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 you can contribute to our team. Keep it engaging and personal – we love getting to know the real you.

Showcase Your Technical Skills: As a Technical Consultant, your technical know-how is key. Be sure to mention any specific tools or software you’re proficient in that relate to pensions and investments. We’re looking for someone who can hit the ground running!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Exchange Street Recruitment

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge, especially around pensions and investments. Familiarise yourself with the latest regulations and trends in the industry, as this will show your expertise and commitment to the role.

✨Showcase Your Qualifications

Since a Level 4 qualification is required, be ready to discuss how your qualifications have prepared you for this position. Highlight any relevant experience or projects that demonstrate your skills in financial planning and technical consultancy.

✨Prepare for Scenario Questions

Expect to face scenario-based questions during the interview. Think about real-life situations where you've provided financial advice or solved complex problems. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.

✨Emphasise Remote Work Skills

As this is a remote role, it's crucial to highlight your ability to work independently and manage your time effectively. Share examples of how you've successfully collaborated with teams or clients remotely, showcasing your communication skills and self-discipline.

Remote Technical Consultant, Financial Planning Expert in Bristol
Exchange Street Recruitment
Location: Bristol

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