Part time or Full time Technical Consultant / Paraplanner

  • Location: London, London (East)
  • Function: Accounts / Finance / Credit Control
  • Salary: 40K - 50K / Annum
  • Reference: 1266a
  • Job Type: Permanent
TECHNICAL CONSULTANT / Paraplanner - 40-50,000


Based in Clerkenwell, London
Hours of work: 30-37.5 hours per week, office hours 9am to 5.30pm

Purpose of role

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 of the company, with clarity and in the context of the degree of complexity advising these clients necessarily involves. The successful candidate will be Diploma-qualified with at least 3 years` experience in a paraplanning role.

The successful candidate will:

- Be working in a paraplanning role involving direct contact with high net worth clients
- Have 3+ years` experience within the independent sector of the financial services industry
- Be Diploma qualified and 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
- 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


The role comprises, but is not restricted to:

- 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 a series of lifetime cashflow models relevant to each client`s circumstances, objectives and possible financial outcomes, communicating these models to the client in person and/or in writing as requested by the Private Client Director/s, and 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, developing and maintaining outstanding, long-term relationships
- Liaising with other technical staff within the company in order to ensure a consistent client experience
- Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

Unfortunately due to the volume of applications we receive, if Copperfield Recruitment Ltd has not contacted you within five days of your application then please assume you have been unsuccessful on this occasion.

Please note that by applying for this vacancy you accept Copperfield Recruitment Ltd`s Privacy Policy and GDPR Policy which can be found at our website and therefore give us consent to contact you.

Copperfield Recruitment Ltd are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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