Technical Specialist
About The Position
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.
Requirements
- 5-10 years of financial services industry experience
- Diploma qualified (Level 4)
- Comfortable with report-writing focused role excluding investment management work
- Content to build a long-term career as a technical specialist
Responsibilities
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
