Financial Planner

3 weeks ago


London, Greater London, United Kingdom Barbara Houghton Full time
Our client is looking for a Financial Planner to join their team on a permanent basis in London. Hybrid working after probation period.

Role and

Responsibilities:
Provide ongoing financial advice covering a broad range of topics:

oPensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice

oInheritance tax and Estate Planning

oTax-efficient cash flow strategies using cash-flow analyses

oOptimise Investments Reviewing suitability of investment wrappers

oProvide 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

  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.**About the...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...


  • London, Greater London, United Kingdom Synchronicity Financial Services Full time

    Position Overview:Synchronicity Financial Services is in search of accomplished Financial Planners to enhance our team at the Senior Director level.Key Responsibilities:As a qualified Chartered Financial Planner, you will possess significant expertise in advising ultra-high-net-worth clients with complex financial needs (valued at £10 million and above)....


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Advisers to join our team at Financial Divisions. As a leading provider of financial services, we offer a range of opportunities for self-employed and employed Financial Planners to work with high net worth individuals and SME owners.**Key...


  • London, Greater London, United Kingdom Financial Divisions Full time £60,000 - £80,000

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing existing clients with complex High Net Worth (HNW) cases.Key ResponsibilitiesProvide expert financial advice to HNW clients on pensions, investments, tax planning, cashflow modelling,...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services. As a Financial Planner, you will be responsible for providing expert advice to our clients on a range of financial matters, including pensions, investments, tax, and retirement planning.**Key Responsibilities**•...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services to high net worth individuals and SME owners.**Key Responsibilities**Manage existing client portfolios and provide expert financial planning adviceDevelop and implement comprehensive financial plans to meet...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...

  • Financial Planner

    1 day ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Key Responsibilities:Provide comprehensive financial planning advice to clients,...

  • Financial Planner

    16 hours ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Key Responsibilities:Provide comprehensive financial planning advice to clients,...

  • Financial Planner

    2 days ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates is pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. The ideal candidate will have at least 10 years of experience in the field and hold a Level 4 Diploma Qualification, preferably through the Chartered Institute of Insurance (CII) or the Chartered Institute for...

  • Financial Planner

    1 month ago


    London, Greater London, United Kingdom Pinstripe Personnel Full time

    Exciting Opportunity for Financial PlannerLocation: RemoteA reputable Wealth Planning company is seeking experienced Financial Planners to join their team. This fully remote position is ideal for ambitious individuals looking to advance their career in the finance industry.Benefits of the role include:Full Paraplanning support New business introductions and...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time £55,000

    **Job Opportunity for a Senior Paraplanner**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.**Key Responsibilities:**Provide comprehensive paraplanning support to senior...


  • London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a reputable firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position Summary:The Junior Financial Planner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth...