Senior Paraplanner / Technical Consultant – HNW Wealth Manager
| Job Type | Permanent full-time |
| Location | London |
| Area | Greater London, England |
| Sector | Wealth ManagementFinancial Advisory |
| Salary | £50,000 - £60,000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 5364785 |
| Job Views | 399 |
- Description
- Senior Paraplanner / Technical Consultant – HNW Wealth Manager
London (flexible work from home options) - £50,000 - £60,000 + Bonus & Package
An Award-winning Wealth Management Consultancy who continue to grow and develop are looking to recruit a highly professional and competent individual to join their growing Technical Team. The company provide bespoke Wealth Planning Advice to both established HNW clients and new business which is referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
The company office ethos combines a modern flexible attitude to work which focusses heavily on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable and happy workforce benefiting clients and the working environment.
This role sits as part of the Technical Team and requires working closely with consultants, clients and the wider support team to ensure clients receive first class advice and support –
Specifics of the role include –
· Conducting extensive research and providing consultants with technical assessments and reports.
· Conducting in depth meeting preparation work, attending client meetings and producing follow up reports & analysis, answering any specific client queries.
· Produce technical and compliant suitability letters.
· Provide Consultants with strong technical advice and guidance backed up by fully researched client solutions.
· Manage complex cases and find solutions to technical problems
· Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
· Produce full financial plans including cashflow models, contingency planning, ant legacy / succession planning and tax planning.
· Engage professionally with well informed clients who may challenge advice, ensure long term relationships are maintained.
· Act as a mentor for more junior members of the team. Help implement the company philosophy of driving up team knowledge and ability.
· Take responsibility for self-improvement, keeping up to date with market changes, compliance and legislative considerations.
· Help highlight operational areas of improvement and assist with any changes made.
· Take an analytical approach to making client recommendations and use good data skills to support these.
· Translate complex information into easy to understand client correspondence
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
This is an excellent opportunity to join a company who values employees and works hard t