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

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