Technical Financial Specialist
4 weeks ago
At CV Elite Ltd, we are seeking a highly skilled Technical Financial Specialist to join our team. This is an exceptional opportunity to work with complex financial cases for high-net-worth and ultra-high-net-worth clients.
The Role: As a Senior Paraplanning Expert, you will be responsible for developing comprehensive financial plans tailored to the clients' needs. You will work closely with senior managers to create a joined-up, high-quality service proposition.
Key Responsibilities:
- Financial Analysis and Research: Conduct in-depth research and analysis of financial products, investment opportunities, retirement plans, estate planning, and risk management solutions.
- Relationship Management: Develop relationships with clients, providing ongoing support throughout their financial journey, focusing on client outcomes and servicing.
- Technical Support and Compliance: Provide technical support to senior managers, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies.
- Report Preparation and Documentation: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments.
- Continuous Professional Development: Stay informed of emerging trends, industry advancements, and technological innovations related to financial planning for high-net-worth individuals.
Requirements:
- Diploma qualified (DipPFS or equivalent) and Chartered.
- 5+ years of paraplanning experience, with experience of developing bespoke financial options and solutions for HNW and UHNW clients.
- Highly competent in all areas of financial planning, including cashflow modelling, pensions, tax planning, investments, alternative investing, protection planning, etc.
- Excellent communication skills, both verbal and written.
- A self-starter, with the ability to work independently while contributing to the success of the team.
- Accuracy and attention to detail with a high level of numeracy and excellent IT skills.
Estimated Salary: £75,000 - £100,000 per annum.
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