Technical Consultant for Financial Planning Sector
Exchange Street Claims ltd
Job Description
Be a Technical Consultant in Financial Planning, working from home with a salary up to £54,000 plus bonuses and extensive benefits. Influence outcomes while advancing your financial expertise.
This role suits those transitioning from paraplanning or financial planning into a more technical capacity without sales pressures. You will guide and support financial planners concerning pensions, investments, and tax mitigation, simplifying complex information for effective solutions. The company prioritizes diversity and is committed to creating an equitable workplace culture.
Key Responsibilities:
• Support planners with pensions and investment queries
• Clearly explain technical information to planners
• Craft effective solutions for complex client scenarios
• Position yourself as a reliable technical expert
• Engage in professional development opportunities
Requirements:
• Hold Level 4 qualifications in financial services
• Experience in paraplanning or as a f...
This role suits those transitioning from paraplanning or financial planning into a more technical capacity without sales pressures. You will guide and support financial planners concerning pensions, investments, and tax mitigation, simplifying complex information for effective solutions. The company prioritizes diversity and is committed to creating an equitable workplace culture.
Key Responsibilities:
• Support planners with pensions and investment queries
• Clearly explain technical information to planners
• Craft effective solutions for complex client scenarios
• Position yourself as a reliable technical expert
• Engage in professional development opportunities
Requirements:
• Hold Level 4 qualifications in financial services
• Experience in paraplanning or as a f...