Senior Technical Consultant (CII )




Financial Services, IFA/Financial Planner


£70,000 to £71,000 Per Annum


City of London

Contract Type:


Date Posted:

05/09/2023 09:46:00

Our client, a financial planning and wealth management group, are seeking a Senior Technical Consultant, who has experience within the independent sector of the financial services industry in a paraplanning role involving direct contact with sophisticated HNW client and holds a Chartered Financial Planner status with the CII.

The sucessful candidate will be reporting to the Private Client Director, this is a fantastic client-facing opportunity to support a busy and successful team, assisting in delivering an outstanding holistic financial planning service to new and existing HNW clients for this client.

Senior Technical Consultant

  • Preparing for and attending client meetings, taking detailed written notes and following up on any technical points after the meeting.
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
  • Producing comprehensive and clear suitability letters for clients.
  • Preparing lifetime cashflow models relevant to each client's circumstances, objectives and possible financial outcomes.
  • Communicating these models to each client in person and in writing. Dealing with queries and modified scenarios as required.
  • Constructing and producing a financial plan to address each client's lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning.
  • Carrying out regular reviews of clients' financial plans, circumstances and objectives.
  • Dealing with complex and technical client queries as and when they arise.
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
  • Engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long-term relationships.
  • Liaising with other technical staff within the company n order to ensure a consistent client experience across the Group.
  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

Senior Technical Consultant Experience and Qualifications:

  • Have 5+ years' experience within the independent sector of the financial services industry in a paraplanning role involving direct contact with sophisticated HNW clients
  • Hold Chartered Financial Planner status with the CII
  • Understand the principles of asset allocation and portfolio construction
  • Have excellent knowledge of investment, life and pensions products and current legislation
  • Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
  • Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
  • Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool
  • Previous experience of using Intelliflo will be an advantage

Location: Farringdon, London with flexible and home-based. Expectation to attend majority of client meetings. Please enquire for further information.

Hours of work: 37.5 hours per week, office hours 9am to 5.30pm (some degree of flexibility may be possible, subject to approval). It may be necessary to occasionally work outside of normal office hours in order to meet the demands of client meetings and pressing deadlines.

Full benefits are also available, together with a discretionary bonus scheme.

Please apply only if you have the expereince that is required.

Thnak you!

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.