Financial Planner

3 weeks ago

Bishop's Stortford, United Kingdom Tate Professional Full time

Financial Planner

Location: Canary Wharf, London

Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits

Working Arrangement: hybrid, 5 days per week Monday to Friday.

About the role as Financial Planner:

Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group. This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.

Key Responsibilities of the Financial Planner:

As a Financial Planner, you will be responsible for offering regulated financial advice to over 7,500 existing UK clients. Reporting directly to a Private Client Advice Team Leader, you will typically work with a range of financial products, including:

  • Pensions and Retirement Planning: Advising on pension contributions, carry forward strategies, lifetime allowance (LTA) planning, and drawdown options.
  • Inheritance Tax and Estate Planning: Helping clients to effectively plan their estates and manage inheritance tax implications.
  • Tax-Efficient Cash Flow Strategies: Utilizing cash-flow analyses to develop efficient financial strategies for clients.
  • Investment Optimization: Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds (both onshore and offshore), and trusts.

Qualifications and Skills Required:

  • Education: University graduate or equivalent combination of education and experience.
  • Professional Qualifications:
  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning is essential.
  • Level 6/Chartered status is desirable but not essential.
  • Experience and Knowledge:
  • A strong desire to provide high-quality advice and service to clients.
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
  • Ability to manage complexity and coordinate across multiple departments under strict deadlines.
  • Communication Skills:
  • Ability to engage and connect with a wide range of audiences through phone and email.
  • Excellent written and verbal communication skills.

The position also offers opportunities for personal development, including the chance to become certified within the client's global asset management firm.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

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