Lead Financial Planner

3 weeks ago

London, Greater London, United Kingdom Tate Recruitment Full time
Position Overview

Job Title: Lead Financial Planner

Location: City of London

Compensation: £65,000 to £67,500 base salary depending on experience, plus two annual discretionary bonuses and a comprehensive benefits package.

Work Arrangement: Hybrid model.

Are you a seasoned Lead Financial Planner looking for a role within a global firm that values its clients, delivers exceptional service, and focuses on a tailored investment strategy? Join our client's vibrant team, where your skills will play a crucial role in a company that prioritizes clients' interests through a clear fee structure and recognized European custodians.

Employee Benefits:

  • Fully covered premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and eligible dependents.
  • 28 days of annual leave, with the option to purchase up to 3 additional days each year, plus up to 8 paid holidays.
  • Enhanced maternity pay package offering 16 weeks' full base pay for qualifying employees.
  • Retirement pension scheme with a 9% company contribution of base salary, along with an additional company match of up to 5% on personal contributions.
  • Gym subsidy of up to £50 monthly.
  • Employee Assistance Program and various emotional well-being services.
  • A collaborative work environment with continuous training, educational support, and employee recognition events.

Role Responsibilities:

We are pleased to partner with our esteemed client in their search for a Lead Financial Planner within the UK Additions Team. This role entails evaluating trading activities, client portfolios, and accounts to provide FCA-regulated advice on matters such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this position is client-facing and involves conducting fact-finding discussions, drafting suitability reports, and delivering advice. The role follows a hybrid working model.

Daily Responsibilities:

  • Conduct fact-finding discussions with clients to assess objectives, portfolio holdings, time horizons, cash flow requirements, and financial situations to formulate appropriate asset allocation recommendations.
  • Review and develop plans for clients with unique financial circumstances.
  • Evaluate existing pension and investment bond arrangements for their suitability for transfer or surrender.
  • Communicate advice directly to clients and present written proposals and recommendations for transfers.
  • Collaborate with other departments to enhance client outcomes through resource development and training.
  • Engage in ad hoc projects aimed at improving operational efficiency.
  • Comply with the T&C scheme to ensure adherence to regulatory standards related to the provision of regulated advice.

Qualifications:

  • University degree or equivalent combination of education and experience.
  • Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice (Diploma preferred).
  • A minimum of 3 years of experience in financial services is required.
  • Strong grasp of Financial Planning principles and client suitability.
  • Proficient in working with precision and managing time effectively.
  • Quantitative in nature, with the ability to thrive under pressure in a dynamic team environment.
  • Initial Fit and Proper (F&P) assessment required prior to independent role performance, with annual Fit & Proper Assessments to ensure ongoing compliance.

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