Financial Planning Specialist

1 week ago

City Of London, United Kingdom Tate Recruitment Full time
Job Opportunity

Job Title: Financial Planning Specialist

Company: Tate Recruitment

Job Type: Full-time

Location: Remote (with occasional on-site meetings)

Job Description:

About the Role:

We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Tate Recruitment. As a Financial Planning Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Investment Management: Provide investment advice and guidance to clients, helping them to make informed decisions about their financial portfolios.
  • Tax Planning: Assist clients with tax planning and optimization, ensuring they are taking advantage of all available tax reliefs and allowances.
  • Retirement Planning: Help clients plan for their retirement, including advice on pension contributions, annuities, and other retirement income options.
  • Estate Planning: Assist clients with estate planning, including wills, trusts, and other estate planning strategies.

Requirements:

  • Education: University graduate or equivalent combination of education and experience.
  • Professional Qualifications: Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning is essential.
  • Experience and Knowledge: A strong desire to provide high-quality advice and service to clients, detailed knowledge of financial planning and investment management, and excellent communication and interpersonal skills.

What We Offer:

As a Financial Planning Specialist at Tate Recruitment, you will have the opportunity to work with a diverse range of clients, helping them to achieve their financial goals and objectives. You will also have access to ongoing training and professional development, ensuring you stay up-to-date with the latest financial planning and investment management techniques.

How to Apply:

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.

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