Are you a diploma-qualified Technical Specialist looking for a role where you can truly excel in report writing and research, working with a close-knit team that values your expertise from day one? This Technical Specialist opportunity offers the chance to work with an established financial planning firm that partners with discretionary fund managers, allowing you to focus on what you do best - producing high-quality technical work across a diverse case mix including investments, pensions, trusts, vulnerable clients, and divorce cases. As a Technical Specialist , you'll be the knowledge resource for financial planners, with the flexibility to accompany them to client meetings if you wish. This is a role for someone who wants to build a career as a technical specialist, working in a supportive environment where your input is valued and you're encouraged to contribute ideas on improving processes. The day-to-day: • Heavy focus on report writing and research across diverse cases • Acting as a technical resource for financial planners • Working with discretionary fund managers (no fund switches or investment management) • Opportunity to attend client meetings alongside planners • Contributing to team discussions and process improvements Technical Specialist Requirements:
Technical Specialist employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
