An award winning, boutique wealth management company with offices in Farringdon require an experienced, Senior Technical Consultant to join their well established team. £50k dependent on experience. Full benefits are also available, together with a discretionary bonus scheme.

Experience and Competencies

• Have 5 years' experience:
  • within the independent sector of the financial services industry
  • in a paraplanning role involving direct contact with sophisticated HNW clients
• Hold Chartered Financial Planner status with the CII
• 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 with experience of Voyant as a cashflow modelling tool
• Previous experience of using Intelliflo will be an advantage

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.