Technical Consultant - Financial Planning
Listed on 2026-03-01
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Finance & Banking
Technical Consultant - Financial Planning
Salary/Rate:
Competitive + bonus + extensive benefits
Fed up of no progress and poor pay?
Not problems you’ll encounter at this business.
Here 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 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)
How many firms can match that?
And finally Diversity isn’t just a buzzword. It’s not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.
They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they’ve allied with a charity that represents people with neurodiversity. Again, it’s a business that puts fairness at the core of what it does.
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. Helping them 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.
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.
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