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Junior Technical Consultant
Job Description
Role Overview
Our client is a well-established wealth management firm known for our integrity and trust and have been recognised as the Best Financial Advisers to Work for in the last few years. They are now looking to recruit for a Junior Technical Consultant, providing financial planning support to our Private Client Directors. You'll assist in delivering top-notch financial planning services to high-net-worth clients. This role is perfect for someone with 3+ years of experience in financial advisory support, looking to advance their career.
Responsibilities
- Prepare for and attend client meetings.
- Produce accurate client portfolio valuations.
- Gather and analyse client information.
- Maintain long-term client relationships.
- Ensure accurate client information on internal systems.
- Assist with new business processing and compliance.
- Liaise with technical staff for a consistent client experience.
- Work to pressing deadlines.
Requirements
- 3+ years in a client-facing financial advisory support role.
- Financial Planning Diploma qualified.
- Knowledge of asset allocation, financial products, and tax.
- Experience with cashflow modelling (Voyant preferred).
- Proficiency in Microsoft Office.
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