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:
Essential:
5-10 years of financial services industry experience
Essential:
Diploma qualified (Level 4)
Essential:
Comfortable with report-writing focused role excluding investment management work
Essential:
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. With approximately half the team having been with the firm since 2021, they've built a culture of mutual respect, trust, and collaboration where team members are valued from day one.
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.
Ready to take the next step in your Technical Specialist career?
Apply now to join a firm that truly values technical expertise and invests in their team.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
Technical Specialist 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.
