Job Description 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. 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: Essential: 5-10 years of financial services industry experience Essential: Comfortable with report-writing focused role excluding investment management work Content to build a long-term career as a technical specialist The Company Our client is a progressive financial planning firm that has chosen to invest in their people. They work with a panel of approved discretionary fund managers, allowing their technical team to focus on exceptional client service and technical excellence. Technical Specialist Benefits: Salary up to £55,000 dependent on experience Hybrid working - predominantly remote Monthly office day for team collaboration Quarterly academy training days in London Pension scheme Strong team culture with social events and team activities Monthly wellbeing days Location This Technical Specialist role is remote-based and suited to candidates located in Hertfordshire, Buckinghamshire, Oxfordshire, or Berkshire who can commute to Gerrards Cross for monthly office days and occasional ad-hoc visits.
Engineering Technical Specialist (Information Technology) employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
