Investment Specialist (Fintech)

Location: Home based/Remote in England, covering the South of England; ideally located on the M4 corridor around Oxford, Swindon, or Bristol

Company

Financial services business combining asset management and life assurance expertise to provide long-term investment and savings solutions.

What you will do

• Lead and execute strategy that builds distribution capability, focus, and activity for investment products.
• Champion investment propositions within distribution teams.
• Provide technical and proposition support to the UK Retail Distribution Team and account managers.
• Support adviser visits and present to small and large adviser audiences.
• Lead technical and business development seminars and workshops for advisers, industry bodies, and distribution teams.
• Coach and train sales teams to support implementation of the business strategy.

Requirements

• Level 4 Financial Services qualification, such as a Diploma or equivalent, is required.
• In-depth knowledge of the financial advice marketplace and the legislative and regulatory aspects of pension and investment products.
• Knowledge of investment products, trusts, and inheritance tax.
• Ability to present and coach or train both small and large groups.
• Experience in a regulated sales environment, preferably in frontline sales or frontline support.
• Ability to influence across functions, work collaboratively, communicate digitally, and create engaging presentations; extensive travel is expected.

Nice to have

• Chartered Financial Planner status.
• Frontline sales experience.

Culture & Benefits

• Flexible working arrangements and workplace adjustments are available.
• Pension scheme of up to 18%, including employer contributions.
• Share Save and Share Incentive Plan, plus financial wellbeing support.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
• Private healthcare, critical illness cover, life assurance, and family options.
• Inclusive culture with employee-led networks and family support policies.