Technical Consultant - Financial Planning

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A leading Wealth Management firm with prestigious offices in the heart of London are looking to further develop their technical expertise covering holistic Wealth Management services to HNW Clients.

With this in mind, they are keen to appoint an accomplished Technical Specialist who has achieved Charted Status to provide leadership and insight on technical matters.

Working closely with Senior Wealth Managers and Directors, your role will be to provide insight and analysis across a range of Financial Planning areas relevant to sophisticated clients. Your work will include deliver holistic services across Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues.

We would be interested in speak for accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software.

You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries.

This is an excellent opportunity to further your career and skills within an highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence.

Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA