Financial Planner

3 months ago

London, United Kingdom Tate Full time

**Private Client Advice Financial Planner**

**Salary £65k to £75k DOE plus + 2 X discretionary bonuses a year.**

We are working on behalf of our client who is a Globally Recognised, Independent Investment Adviser. They are recruiting for a **Private Client Financial Planner**. The purpose of the position is to provide regulated financial advice existing UK clients. Areas of advice include retirement, planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning. As **Financial Planner** you will typically work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts.

Duties and responsibilities of **Financial Planner**:
- Provide ongoing financial advice covering a broad range of topics:

- Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice.
- Inheritance tax and Estate Planning.
- Tax-efficient cash flow strategies using cash-flow analyses.
- Optimising Investments - Reviewing suitability of investment wrappers.
- Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role.
- Coordinate with Investment Counsellors to evaluate client/prospect objectives, portfolio holdings, time-horizon,
- cash flow needs, and financial situation to determine a suitable benchmark recommendation.
- Review and formulate plans for clients/prospects with highly specialised situations.
- Review existing clients' existing pension and investment bond arrangements to determine whether a transfer is suitable.
- Work with the other departments to develop new resources needed by Sales.
- Create and lead training for other groups within the firm as needed.
- Work on ad hoc projects to improve the efficiency of Private Client Advice Group.
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.

Qualifications for the **Financial Planner**:
- A University degree or equivalent combination of education/experience.
- ** Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma **preferable.
- Level 6/Chartered status would be ideal but not essential.
- ** 3+ years financial services experience required.**
- Excellent oral and written communication skills.
- Strong organisational and time management skills.
- Extremely attentive to detail.
- Quantitative in nature.
- Highly self-motivated.
- Ability to work under pressure and in a dynamic team environment.
- Very strong understanding of our client's portfolio management philosophies and Financial Planning principles.
- Exceptional understanding of client suitability.
- Strong understanding of our client's research resources and process.

**Extensive benefits including but not limited to: -**
- 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents* - 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days - Annual Health Screening for you and your qualified dependents* - 9% company pension contribution with an additional company match up to 5%.

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

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