Financial Planner

4 days ago


Bishop's Stortford, Hertfordshire, United Kingdom Tate Professional Full time
Financial Planner Role

We are seeking a skilled Financial Planner to join our Private Client Advice group in Canary Wharf, London. As a Financial Planner, you will provide regulated financial advice to existing clients, working with a range of financial products including pensions, inheritance tax, and tax-efficient cash flow strategies.

Key Responsibilities:
  • Pensions and Retirement Planning: Advise on pension contributions, carry forward strategies, lifetime allowance planning, and drawdown options.
  • Inheritance Tax and Estate Planning: Help clients plan their estates and manage inheritance tax implications.
  • Tax-Efficient Cash Flow Strategies: Utilize cash-flow analyses to develop efficient financial strategies for clients.

This is a hybrid role, involving in-person, telephone, and written financial advice. You will work with a growing team and report directly to a Private Client Advice Team Leader. If you have a passion for financial planning and a strong understanding of regulated financial advice, we encourage you to apply for this exciting opportunity.


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