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Financial Planner

2 months ago

City of London, United Kingdom Tate Recruitment Full time
Job Title: Financial Planner

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

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide expert advice on investment strategies, tax planning, and retirement planning.
  • Work closely with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs.
  • Stay up-to-date with changes in financial regulations and legislation, and ensure that clients are aware of any implications for their financial plans.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring that their needs are met.
Requirements:
  • University graduate or equivalent combination of education and experience.
  • Professional Qualifications:
    • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning is essential.
    • Level 6/Chartered status is desirable but not essential.
  • Experience and Knowledge:
    • A strong desire to provide high-quality advice and service to clients.
    • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
    • Ability to manage complexity and coordinate across multiple departments under strict deadlines.
  • Communication Skills:
    • Ability to engage and connect with a wide range of audiences through clear and effective communication.
    • Excellent written and verbal communication skills.
What We Offer:
  • Opportunities for personal development and career growth.
  • A dynamic and supportive team environment.
  • A competitive salary and benefits package.