At a Glance
- Tasks: Deliver technical expertise and support advisers in navigating financial landscapes.
- Company: Join Scottish Widows, a leader in financial services with a focus on relationships.
- Benefits: Generous pension contributions, performance bonuses, 30 days holiday, and flexible working.
- Other info: Dynamic hybrid work environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Level 6 qualification in Financial Planning or equivalent experience required.
The predicted salary is between 45000 - 55000 £ per year.
LOCATIONS: Edinburgh, Bristol, Leeds, Manchester
HOURS: Full-Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week or 40% of your time with our clients or at our office sites.
About this Opportunity
At Scottish Widows, we focus on building strong, lasting relationships with advisers and strategic partners. This role sits at the heart of our Distribution Enablement function, providing deep technical expertise to support adviser relationships and drive platform excellence. As a Technical Specialist, you will be responsible for delivering thought leadership, complex case support, and technical enablement aligned to the Scottish Widows platform roadmap. You will act as a subject matter expert across pensions, tax, and intergenerational planning, helping advisers navigate the evolving financial landscape post-budget reform. With a remit that spans both front‑of‑house engagement and internal capability building, you will produce high‑impact content, support onboarding and pitching for strategic partners, and contribute to continuous improvement across our distribution channels. This role is critical to maximising our technical capability and brand presence in the platform market. This role is field based within the UK.
What You’ll Be Doing
- Produce and deliver technical content across pensions, tax, and intergenerational planning in line with roadmap deliveries, supporting navigation of the post‑budget regulatory landscape.
- Contribute to the development of adviser tools and resources that transform adviser experience and client outcomes.
- Provide reactive support to firms on complex cases to resolve queries swiftly and professionally.
- Enable technical capability across distribution teams through content creation and training.
- Provide subject matter expertise in pitches for new partners, supporting the articulation of technical value and proposition strength.
- Collaborate with internal stakeholders to ensure technical accuracy and consistency in adviser communications.
What You’ll Need
- Professional Qualification: Hold a Level 6 qualification in Financial Planning or an equivalent designation relevant to your area of specialism (e.g. pensions, tax, estate planning).
- Front‑of‑house capability: Confidently deliver engaging technical content to adviser audiences through presentations, webinars, and strategic partner meetings.
- Stakeholder management: Ability to collaborate effectively with internal stakeholders - including Distribution, Proposition and Marketing - to shape proposition development and delivery.
- Adviser outcomes focus: Show a strong commitment to delivering excellent adviser and customer outcomes, with a proactive approach to complex case support.
- Excellent communication skills: Translate complex technical concepts into clear, accessible language for both internal teams and external audiences.
- Market Awareness: Stay informed on legislative changes, budget reforms, and competitor activity to ensure our technical capability remains market‑leading.
About working for us
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long‑term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
Benefits
- A generous pension contribution of up to 15%
- An annual performance‑related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 30 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Technical Specialist in Bristol employer: LLOYDS BANKING GROUP
At Scottish Widows, we pride ourselves on fostering a dynamic and inclusive work environment where every employee can thrive. As a Technical Specialist, you'll benefit from a hybrid working model that promotes work-life balance, alongside a generous pension contribution, performance-related bonuses, and extensive professional development opportunities. Our commitment to diversity, equity, and inclusion ensures that all voices are heard, making it an excellent place for those looking to make a meaningful impact in the financial services sector.
