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Financial Planner
3 months ago
Role and Responsibilities:
* Provide ongoing financial advice covering a broad range of topics:
* Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice
* Inheritance tax and Estate Planning
* Tax-efficient cash flow strategies using cash-flow analyses
* Optimise Investments – Reviewing suitability of investment wrappers
* Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
Your Qualifications:
* University graduate or equivalent combination of education/experience
* Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
* Level 6/Chartered status would be attractive but not essential
* Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions
For more information on this role please contact Tony Ward quoting ref 16800TW
