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Financial Planner
2 months ago
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.
