IFA Technical Consultant

Posted 14 May by Optima Recruitment Easy Apply

IFA Technical Consultant

Providing financial planning support to advisers in a successful team and assist them in delivering an outstanding financial planning service to new and existing clients

Job Description

  • Preparing for and attending all client meetings wherever possible
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes
  • Communicating these models to each client in person and subsequently in writing
  • Dealing with queries and modified scenarios as required
  • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.

Personal Specification

  • Already be in a paraplanning role involving direct contact with clients
  • Previous extensive experience within the independent sector of the financial service industry
  • Be working towards becoming a Chartered Financial Planner (or IFP equivalent)
  • 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
  • Understands the importance and benefits of lifetime cashflow modelling
  • Previous experience of using Intelliflo an advantage

Additional Information

  • Based in Farringdon
  • From £45,000 + depending on experience
  • Discretionary bonus structure
  • Monday to Friday; 9.00am - 5.30pm

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

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Required skills

  • Paraplanning

Reference: 34382084

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