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For Companies At a Glance
- Tasks: Guide financial planners on pensions, investments, and tax solutions while working from home.
- Company: Dynamic financial planning firm offering unique opportunities for growth.
- Benefits: Starting salary up to £54,000, 10% pension, generous bonuses, and 28 days leave.
- Other info: Promotional opportunities every year and a supportive remote work culture.
- Why this job: Become a technical expert and make 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 Manchester 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 Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already in technical roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for those interviews! Research common questions for technical consultants and practice your answers. We recommend using real-life examples from your experience to showcase your expertise in pensions, investments, and tax mitigation.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
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 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 passionate about this role and how your background makes you an ideal 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 your analytical thinking and how you’ve helped clients find 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 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 queries in the past. Highlighting your ability to break down problems and come up with clear solutions will demonstrate your value as a Technical Consultant.
✨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 set you apart from other candidates.
✨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 is the right fit for you. Think about asking about their promotional runs or how they support ongoing learning.