Technical Specialist

New Yesterday

Being the best is important to this firm. They're trusted by thousands of UK financial planners, and you don't achieve that without excellence as standard.

When they seek the best, they find the right person for the job, not necessarily someone who lives nearby.

By making this job remote, they demonstrate trust in their staff. You're an expert in your field; professionalism, dedication, and conscientiousness are key.

In this role, you'll use your technical knowledge to resolve issues for the thousands of IFAs who rely on this business for support. The focus is primarily on pension queries via phone and email, but you'll also handle investment and tax questions.

While problem-solving is core, there's an opportunity to get involved in training, particularly through webinars. This isn't mandatory but adds an extra layer of responsibility and variety to the role.

You'll join a team of 6 specialists, each with extensive experience. Some team members are approaching retirement, so this vacancy is strategic, ensuring excellent onboarding and mentoring with a smooth handover.

Salary is GBP 60,000, with benefits including a pension, 25 days holiday, and PMI. The benefits package is under review and likely to expand.

This is not a sales role; there are no bonuses. It's a support, problem-solving, and client-delighting role, working alongside planners and paraplanners.

HERE'S WHAT YOU'LL NEED:

You should be a pensions specialist or a generalist willing to develop pensions expertise. Approximately two-thirds of team queries are pension-related, making this a valuable skill.

The team is all Level 6 qualified, but this isn't required initially. However, progression towards this qualification is expected.

Interested? Click apply. If you don't have a CV, just send us your contact details, and we can review your CV later. Everyone will receive a response.

#J-18808-Ljbffr
Apply
Location:
Manchester, England, United Kingdom
Salary:
£60,000 - £80,000
Category:
Management & Operations

We found some similar jobs based on your search