Technical Specialist

Technical Specialist in Bulstrode, Gerrards Cross (SL9), SL9 8PP | Premier Jobs UK Limited Find a job Post a job Sign up Tired of searching? 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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. The day-to-day: • 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 Technical Specialist Requirements: • Essential: 5-10 years of financial services industry experience • Essential: Diploma qualified (Level 4) • Essential: Comfortable with report-writing focused role excluding investment management work • Essential: Content to build a long-term career as a technical specialist The Company Our client is a progressive financial planning firm that has chosen to invest in their people. They work with a panel of approved discretionary fund managers, allowing their technical team to focus on exceptional client service and technical excellence. With approximately half the team having been with the firm since 2021, they've built a culture of mutual respect, trust, and collaboration where team members are valued from day one. Technical Specialist 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 Location This Technical Specialist role is remote-based and suited to candidates located in Hertfordshire, Buckinghamshire, Oxfordshire, or Berkshire who can commute to Gerrards Cross for monthly office days and occasional ad-hoc visits. Ready to take the next step in your Technical Specialist career? Apply now to join a firm that truly values technical expertise and invests in their team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. Apply Premier Jobs UK Limited Banking and Financial Services 38 Jobs Similar Technical Specialist Jobs Popular with Other Job Seekers IT Support Technician Centura Group Mitcham Junction, Mitcham (CR4), CR4 4TU Competitive DOE + Excellent Benefits! 7 hours ago NEW Field Service Specialist Salesforce London 2 weeks ago Energy Monitoring Systems Setup Engineer BluetownOnline Ltd London Negotiable 1 day ago Investment Banking Coverage Specialist – Consumer or Technology, Media and Telecommunications (Deutsche Numis) Deutsche Bank London 2 weeks ago Business Unit Commissioning Lead - Data Centres Mace London 2 weeks ago IT Operations Analyst The Institution of Structural Engineers City of London (EC1V) £31539 per annum 1 week ago Senior Restaurant Technology Architect ALFA TECHNOLOGY RECRUITMENT LTD London From £80,000 to £90,000 per annum 2 days ago Trade Floor IT Support Analyst Networking People (UK) Limited City of London (EC1), EC1 £300 - £306 per day + Deemed Inside IR35 via umbrella 1 day ago Application Support Analyst DGH Recruitment London £50000 - £57000 per annum 4 weeks ago Applications Support Analyst Kudos Partners Datchet Common, Slough (SL3) Up to £77,000 per annum plus 12% bonus - generous benefits package 1 day ago Technical Specialist jobs Technical Specialist jobs in Gerrards Cross Engineering jobs Engineering jobs in Gerrards Cross Technician jobs Technician jobs in Gerrards Cross Jobs in Gerrards Cross Technical jobs Science Technician jobs Service Technician jobs Technical Manager jobs Technicians jobs Tech Expert jobs Technical Expert jobs IT Technician jobs Technologist jobs Tech jobs Services Technician jobs Tech I jobs Technical Sales Engineer jobs Technology Consultant jobs Systems Technician jobs Get hired. 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