About
Not every technical financial planning role means more of the same.
This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home.
Starting salary is up to c£54,000, includes a 10% non‑contributory pension and generous bonus scheme that has paid out every year since Covid.
They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary.
Benefits
There’s also an extensive benefits package including:
- Non‑contributory pension (10%)
- 28 days leave
- PHI
- Critical Illness
- Life Cover (x10)
Responsibilities
You’ll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them understand each case, explain the facts clearly, and come up with solutions to their client’s problem.
In short, you’ll become the go‑to person for everything technical. An expert.
Qualifications
You’ll likely be a paraplanner who wants to be hands on, or a financial planner who wants to contribute solutions without the pressures of targets.
Whilst you can work remotely, you will be within an hour’s drive of Manchester, Birmingham or Bristol.
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.
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