Technical Consultant, Hybrid London & Home-Based, Salary £55 - 60k
New Today
Are you a sharp-minded paraplanner ready to take the next step in your career?
My client is seeking a Technical Consultant to join a high-performing, client-centric team. You’ll provide expert financial planning support to advisers, helping deliver outstanding holistic services to high net worth clients. If you’re analytical, personable, and passionate about financial strategy — this could be your perfect fit.
About
A boutique independent wealth planner. Independence means advice is always objective and in clients' best interests. They hold Corporate Chartered status, demonstrating commitment to professionalism, integrity, and exceptional service.
What You’ll Do
Create and present lifetime cashflow models and bespoke financial plans
Draft detailed, clear suitability reports and manage technical queries
Stay on top of legislation and compliance updates
Liaise with clients, advisers, and professional contacts
Attend meetings, sometimes beyond office hours, and contribute to strategic conversations
Maintain long-term client relationships through proactive support and insight
What We’re Looking For
You’re:
A confident problem solver with 3+ years’ experience in independent financial services
Diploma qualified, with solid knowled...
- Location:
- London
- Salary:
- £55,000 - £60,000 per annum
- Category:
- IT & Computers