Financial Planner
2 weeks 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.
- 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.
-
Financial Planner and Partner
4 weeks ago
City, United Kingdom AMG Search Full timeAMG Search is currently looking for a Senior Financial Planner / Partner to join a major Wealth Management business. As Senior Financial Planner / Partner will mentor and support your Financial Planner colleagues and manage your own portfolio of clients You will effectively lead team of advisers to achieve their personal and team targets The Senior...
-
Financial Planner
5 days ago
City of London, United Kingdom Tate Recruitment Full timeFinancial PlannerThe information below covers the role requirements, expected candidate experience, and accompanying qualifications.Location: Canary Wharf, LondonSalary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefitsWorking Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable...
-
Financial Planner
1 week ago
City Of London, United Kingdom Tate Recruitment Full timeFinancial 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...
-
Financial Planner
1 week ago
City Of London, United Kingdom Tate Recruitment Full timeFinancial PlannerLocation: 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...
-
Financial Planner
2 weeks ago
City Of London, United Kingdom Tate Recruitment Full timeFinancial PlannerLocation: 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...
-
Financial Planner
4 days ago
City Of London, United Kingdom Tate Recruitment Full timeFinancial PlannerBe one of the first applicants, read the complete overview of the role below, then send your application for consideration.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...
-
Financial Planner
1 week ago
City of London, United Kingdom Tate Recruitment Full timeJob Title: Financial PlannerWe are seeking a highly motivated and experienced Financial Planner to join our team at Tate Recruitment. As a Financial Planner, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
-
Financial Planner
1 week ago
City of London, Greater London, United Kingdom Tate Recruitment Full time €70,000Financial 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...
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and well-established firm specializing in Wealth Management, focusing on Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization....
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and established firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization....
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position SummaryThe Junior Financial Planner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished and successful wealth management organization. This position...
-
Senior Financial Planner
1 day ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a forward-thinking and vibrant financial services company seek their next Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the...
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and established firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position SummaryThe Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization. This...
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position SummaryThe Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization. This position...
-
Financial Planner
3 weeks ago
City of London, United Kingdom Barbara Houghton Associates Full timeOur 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: * Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning &...
-
Financial Planner
3 weeks ago
City of London, United Kingdom Barbara Houghton Associates Full timeOur 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: * Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown...
-
Lead Financial Planner
3 weeks ago
City of London, Greater London, United Kingdom Barbara Houghton Full timeLead Financial Planner RDR Level 4 OpportunityBarbara Houghton is in search of a Lead Financial Planner RDR Level 4 to enhance their team. This role is pivotal in evaluating client financial strategies to deliver FCA compliant guidance on retirement fund transitions, investment taxation, and account appropriateness.Conducts thorough evaluations of client...
-
Financial Planner
1 day ago
City Of London, United Kingdom Tate Recruitment Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at Tate Recruitment. As a Financial Planner, you will be responsible for providing regulated financial advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...
-
Financial Planner
1 day ago
City Of London, United Kingdom Tate Recruitment Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at Tate Recruitment. As a Financial Planner, you will be responsible for providing regulated financial advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive...
-
Junior Financial Planner
3 weeks ago
City of London, United Kingdom JJ Search Ltd Full timeJob OverviewAbout the CompanyA reputable and well-established Wealth Management organization specializing in Discretionary Investment Portfolios.Position SummaryThe Trainee Paraplanner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a successful and esteemed wealth management firm. This position presents a...