Financial Planning Director

2 weeks ago

United Kingdom Russell Tobin Full time

Location: London

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

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 background
  • Minimum of 7 years’ experience in Financial Planning
  • Used to dealing with complex transactions and Ultra High Net Worth clients
  • A Pension Transfer Specialist would be beneficial but not essential
  • Should be Chartered or working towards
  • Own client book to bring would be useful where possible
  • Book size they take on will depend on their experience/skillset
  • Ongoing fees are expected to be in excess of £350k

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