Technical Consultant - Financial Planning

Technical Consultant - Financial Planning

Salary/Rate: To £52,000 + extensive benefits + bonus

Fed up of that trip into the office? Not a problem you'll encounter at this business. If you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

They have partnerships with charities that represent people with disabilities, the LGBTQ+ community, and neurodiversity. Diversity isn't just a buzzword: % women in leadership is on track to 40% in the next 3 years; people of colour will account for 12% of workforce.

THE JOB

You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case, explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert.

HERE'S WHAT YOU'LL NEED

You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.

Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.