About the job
🧢 Role | Senior Technical Consultant
💫 Company | Financial Planning, Wealth Management
🎯 Areas | Financial Solutions, Client Advisory, Technical Expertise
✨ Tech | Cashflow Modelling Software, Financial Planning Tools
📍 Based | London
💻 Remote | Hybrid
💰 Offer | Competitive salary + benefits
Hi 👋
We are partnering with a dynamic financial planning team looking to enhance their client advisory services and deliver tailored, high-level financial solutions. That's where you come in...
💥 As a Senior Technical Consultant you will:
* Draft high-quality reports and suitability documentation tailored to individual client circumstances.
* Gather, review, and interpret detailed financial information from clients and associated professionals.
* Attend and actively participate in client meetings, capturing key insights.
* Create and present lifetime cashflow forecasts using modelling software to explore various financial scenarios.
* Construct detailed financial strategies aligned to clients’ personal goals — covering areas such as legacy planning, risk management, portfolio construction, and tax efficiency.
* Conduct ongoing reviews and adapt client plans as needed to reflect changes in legislation or personal circumstances.
* Resolve technical questions from clients and internal teams with clarity and accuracy.
* Stay up to date with regulatory and industry developments, helping ensure best practices and compliance are maintained.
💥 You'll likely be someone who:
* Has a minimum of five years' experience in a paraplanning role involving direct contact with sophisticated HNW clients.
* Is a Chartered Financial Planner (or possesses equivalent qualifications).
* Has practical experience in using cashflow modelling tools.
* Is a strategic thinker with strong analytical skills and the ability to solve complex financial problems creatively.
* Is an excellent communicator – capable of translating intricate technical concepts into clear, client-friendly language.