Back to search
Role - Technical Analyst
Location - London Based (hybrid)
Competitive Salary
Our client, a successful wealth management firm dealing with ultra high net-worth clients, are looking for a Technical Analyst to join the team. Working closely with the senior management team, you will work together to create a joined-up, high-quality service proposition.
Role & Responsibilities:
- Focus on client outcomes and servicing - striving for excellence and always looking for ways to improve relationships and service standards.
- Be proficient in Voyant Go empowering our clients to live their best life through a financial plan that anticipates and navigates every turn.
- Servicing the initial and ongoing requirements of our UHNW clients and core clients.
- High level of experience and knowledge required to achieve the exemplary service standards required for clients at this level.
- Working with existing and new professional introducers - managing the relationships to encourage the introduction of new clients and continued excellent service standards for mutual clients.
- Engage with clients who have complex financial circumstances and make use of relevant specialists where needed such as accountants or solicitors or other third parties. Liaise with their professional third parties ensure that there is a joined-up approach to their financial planning.
- Be the technical expert within your team and be the person to handle the technical queries and provide solution.
- Ensure all financial planning activities comply with regulatory requirements.
Do you have the following to apply?
- QCF level 6 qualified
- 5+ years of Paraplanning Experience with UHNW Clients
- Experience in developing bespoke comprehensive financial options and solutions for UHNW clients with complex requirements.
- Have a comprehensive understanding of protection planning both personal and for businesses.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
