Financial Planning Director

Found in: beBee jobs GB - 2 weeks ago


London, Greater London, United Kingdom Russell Tobin Full time

Location: London

Hybrid working: 2-3 days per week in the office

Considering making an application for this job Check all the details in this job description, and then click on Apply.

Role Overview

Russell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for an experienced Independent Financial Adviser to join this client's successful and highly skilled London Team, working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients.

You will help to develop business relationships with current HNW clients with complex arrangements. You will also be responsible for growing your client bank with the support of a marketing and BDM team.

Responsibilities

Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning including carry forward, lifetime allowance (LTA) planning & drawdown advice, along with Inheritance Tax and Estate Planning.Tax-efficient cash flow strategies using cash-flow analyses.Optimise Investments – Reviewing suitability of investment wrappers and investment providers.Provide advice to clients predominately face to face or via videocall.A team player who works towards achieving both team and personal Key performance Indicators.Will deliver a quality service to client ensuring that updates are regularly provided to client.Experience:Seeking a candidate from a strong client facing, Financial Planning backgroundMinimum of 7 years' experience in Financial PlanningUsed to dealing with complex transactions and Ultra High Net Worth clientsA Pension Transfer Specialist would be beneficial but not essentialShould be Chartered or working towardsOwn client book to bring would be useful where possibleBook size they take on will depend on their experience/skillsetOngoing fees are expected to be in excess of £350k
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