Job Information

Cameron James Professional Recruitment is working with our client a Boutique style Wealth Management firm and Employee Benefits Specialist who has been awarded Corporate Chartered status by the Chartered Insurance Institute : Requires a Technical Paraplanning Consultant for their London offices.

The Technical Consultant role will provide financial planning support to advisers in a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients.

Experience and Qualifications
The successful candidate will:

• Be in a paraplanning role involving direct contact with sophisticated high net worth clients
• Have 5+ years` experience within the independent sector of the financial services industry

• Be working towards becoming a Chartered Financial Planner (or IFP equivalent)

• 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 have experience of Voyant cashflow modelling software and be proficient in the use of Microsoft Office packages (computer literacy is a pre-requisite for this role)
• Previous experience of using Intelliflo will be an advantage

Accountabilities
The role comprises, but is not restricted to:

• Preparing for and attending all client meetings wherever possible, 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 a series of lifetime cashflow models relevant to each client`s circumstances, objectives and possible financial outcomes.
• Communicating these models to each client in person and subsequently in writing. Dealing with queries and modified scenarios as required.

The role offers comprehensive basic salary plus outstanding benefits to the successful candidate.