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- Tasks: Draft reports, gather financial info, and create cashflow forecasts for clients.
- Company: Join a dynamic team in financial planning and wealth management.
- Benefits: Enjoy a competitive salary, hybrid work options, and great corporate perks.
- Why this job: Make a real impact by delivering tailored financial solutions and strategies.
- Qualifications: Five years' experience in paraplanning and Chartered Financial Planner status required.
- Other info: Stay updated with industry developments and ensure compliance.
The predicted salary is between 48000 - 72000 £ per year.
We are partnering with a dynamic financial planning team looking to enhance their client advisory services and deliver tailored, high-level financial solutions.
As a Senior Technical Consultant you will:
- Draft high-quality reports and suitability documentation tailored to individual client circumstances.
- Gather, review, and interpret detailed financial information from clients and associated professionals.
- Attend and actively participate in client meetings, capturing key insights.
- Create and present lifetime cashflow forecasts using modelling software to explore various financial scenarios.
- Construct detailed financial strategies aligned to clients’ personal goals — covering areas such as legacy planning, risk management, portfolio construction, and tax efficiency.
- Conduct ongoing reviews and adapt client plans as needed to reflect changes in legislation or personal circumstances.
- Resolve technical questions from clients and internal teams with clarity and accuracy.
- Stay up to date with regulatory and industry developments, helping ensure best practices and compliance are maintained.
You’ll likely be someone who:
- Has a minimum of five years' experience in a paraplanning role involving direct contact with sophisticated HNW clients.
- Is a Chartered Financial Planner (or possesses equivalent qualifications).
- Has practical experience in using cashflow modelling tools.
- Is a strategic thinker with strong analytical skills and the ability to solve complex financial problems creatively.
- Is an excellent communicator – capable of translating intricate technical concepts into clear, client-friendly language.
Senior Technical Consultant employer: The Graduate Project
Contact Detail:
The Graduate Project Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Consultant
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the latest trends and tools in cashflow modelling.
✨Tip Number 2
Familiarise yourself with the specific cashflow modelling software mentioned in the job description. If possible, take online courses or tutorials to enhance your skills and demonstrate your proficiency during interviews.
✨Tip Number 3
Prepare for client meetings by practising how to present complex financial concepts in a clear and engaging manner. Role-play with a friend or mentor to refine your communication skills and ensure you can convey technical information effectively.
✨Tip Number 4
Stay updated on regulatory changes and industry developments that impact financial planning. Subscribe to relevant newsletters or follow thought leaders on social media to keep your knowledge current and show your commitment to best practices.
We think you need these skills to ace Senior Technical Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and client advisory roles. Emphasise your qualifications, particularly if you are a Chartered Financial Planner, and showcase your experience with cashflow modelling tools.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Senior Technical Consultant role. Mention your experience with high-net-worth clients and your ability to communicate complex financial concepts clearly.
Showcase Your Technical Skills: In your application, provide examples of how you've used cashflow modelling software and other financial planning tools. Highlight any specific projects or scenarios where your technical expertise made a significant impact.
Demonstrate Your Strategic Thinking: Include instances where you've developed financial strategies or adapted client plans based on changing circumstances. This will show your analytical skills and ability to solve complex problems creatively.
How to prepare for a job interview at The Graduate Project
✨Showcase Your Technical Expertise
As a Senior Technical Consultant, it's crucial to demonstrate your proficiency with cashflow modelling software and financial planning tools. Be prepared to discuss specific examples of how you've used these tools in past roles to create tailored financial solutions for clients.
✨Prepare for Client Scenarios
Expect to be asked about your experience with high-net-worth clients and how you approach their unique financial needs. Prepare case studies or scenarios where you've successfully developed financial strategies that align with clients' personal goals, such as legacy planning or tax efficiency.
✨Communicate Clearly
Your ability to translate complex financial concepts into clear, client-friendly language will be key. Practice explaining technical details in simple terms, as this will likely come up during the interview when discussing your past experiences or hypothetical situations.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current regulatory changes and industry developments is essential. Be ready to discuss recent trends in financial planning and how they might impact client advisory services, showcasing your commitment to best practices and compliance.
