Technical Specialist
Salary
Up to 35,000
Location
Birmingham
Job Type
Full Time
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Job Title: Technical Specialist
Industry: Financial Planning
Location: Birmingham
Salary: Up to £35,000
Job Description:
Recruit UK are working on an excellent opportunity for a Technical Specialist in Birmingham to join a leading Financial Planning firm.
Our client prides themselves on giving clear committed advice and working alongside customers on a personal level. This Technical Specialist role will see you providing technical support and advice to advisers, regarding all elements of the potential risk to clients. Reviewing files on high-risk cases and much more. As a Technical Specialist, it will also involve you assisting in the research, assessment and maintenance of the firm’s approved investment and product providers, as well as ad-hoc project work. Making this role very varied with respect to quality and file-review and compliance as a whole.
What’s in it for you:
- Salaries up to £35,000 dependent on skill set and experience (negotiable)
- Pension contribution (matching up to 5%)
- 23 days holiday plus bank holidays and the option to buy an additional generous number of days, plus your Birthday day off
- National insurance boost
- 2 times salary death in service scheme
- Ongoing study support and career professional development
- Access to flexible benefits platform and voluntary benefits
- Team player with a strong ethos
- Ability to analyse information and dissect reports well
- Previous file-review or paraplanning experience
- Someone able to work under pressure and meet deadlines
- Level 4 Diploma qualified (CII, LIBF etc.) as a minimum entry-level requirement
- Ideally, AF3/AF7/G60 qualifications are desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.