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Permanent

Technical Consultant - Financial Planning

Exchange Street Claims & Financial Services
Bristol
money-bag £10000 - £500000 Annual
Posted: 10 September 2026 (Today)
Closing date: 10 October 2026
Ref: 3172656184

Not every technical financial planning role means more of the same. This job gives you something different: more influence, more progression and the chance to become an expert whilst working from home. A competitive starting salary including a 10% non-contributory pension and generous bonus scheme that has paid out every year since Covid. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. 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? Just as importantly, this is a business trying to build the right kind of environment too. They take diversity seriously, with clear plans and partnerships in place rather than vague statements and buzzwords. For example, 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 do great work in the LGBTQ+, disabled and neurodiverse communities. Again, it''s a business that puts fairness at the core of what it does. THE JOB 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 ..... full job details .....

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