Technical Consultant, Hybrid London & Home-Based, Salary £55 - 60k

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 knowledge of tax, trusts, pensions (DB & DC), and investment products
• Skilled in cashflow modelling
• Excellent at written and verbal communication, with attention to detail that borders on obsessive
• Highly organised, resourceful, and driven by delivering outstanding client outcomes

Why Join?

• A progressive, supportive culture built on trust and respect
• Direct exposure to high net worth clients and complex financial strategies
• Hybrid working environment that values flexibility and autonomy
• Full benefits package + bonus scheme tied to individual and company success

Ready to elevate your career in financial planning? Apply now and become a part of a firm that values expertise, creativity, and client excellence. Please email to Ursula Sloan at Financial Divisions.