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For Companies At a Glance
- Tasks: Guide financial planners on queries about pensions, investments, and tax mitigation.
- Company: Dynamic company offering a unique technical financial planning role.
- Benefits: Up to £54,000 salary, 10% pension, generous bonuses, and 28 days leave.
- Other info: Promotional opportunities every year and a supportive remote work environment.
- Why this job: Become an expert while working from home and enjoy excellent career progression.
- Qualifications: Ideal for paraplanners or financial planners seeking hands-on experience.
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.
Technical Consultant (Financial Planning) 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)
✨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 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 those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax mitigation strategies. 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 helped clients or colleagues navigate complex financial queries. This will highlight your ability to guide financial planners effectively.
✨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)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Technical Consultant role. Highlight your expertise in financial planning, 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 desire for growth and influence in the field.
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—this is key for the role!
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 during the process!
How to prepare for a job interview at Exchange Street Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and tax mitigation. Be prepared to discuss specific scenarios or case studies where you've successfully guided financial planners. This will show that you’re not just familiar with the concepts but can apply them in real-world situations.
✨Show Your Problem-Solving Skills
During the interview, be ready to demonstrate how you approach problem-solving. Think of examples where you've tackled complex queries or provided innovative solutions. This role is all about being the go-to person for technical advice, so showcasing your analytical skills will definitely impress.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to financial planning and how they support their consultants. This shows your genuine interest in the role and helps you understand if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.
✨Emphasise Your Growth Mindset
Highlight your eagerness to learn and grow within the role. Mention any relevant courses or certifications you’ve pursued, and express your enthusiasm for the promotional opportunities available. Companies love candidates who are proactive about their professional development!