Senior Technical Consultant

JR United Kingdom; London; Hybrid; GBP 50,000 - 90,000; Full time

Job description

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? Company | Financial Planning, Wealth Management

? Areas | Financial Solutions, Client Advisory, Technical Expertise

? 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.