Financial Planning Specialist

4 weeks ago

Aberdeen, Aberdeen City, United Kingdom Azets Full time

About Azets

Azets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and offer a variety of inspiring opportunities to join our offices.

We are a top ten accountancy firm in the UK and the number one largest SME practice. We operate within the requirements of the applicable Financial Conduct Authority rules and regulations.

Key Responsibilities

  • Gather and analyse information required to provide financial planning advice.
  • Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules.
  • Sound technical knowledge of pensions, investments, and taxation, including estate planning, and demonstrated ability to transfer technical knowledge to others.
  • Previous experience in a financial planning environment is essential.

Client Consultation

Engage with clients to understand their financial objectives, risk tolerance, and investment preferences. Conduct thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.

Financial Planning

Leverage your expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients. Consider factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies. Offer recommendations and strategies to help clients meet their short-term and long-term financial goals.

Investment Advice

Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles, considering UK-specific vehicles like ISAs and SIPPs. Monitor investment performance, analyse market trends, and maintain regular communication with clients.

Retirement Planning

Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions. Assist clients in understanding the effects of pension contributions and tax relief, and advise on maximizing retirement savings. Offer strategies for retirement income withdrawal, including annuities, drawdown options, and tax considerations.

Compliance and Regulation

Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA) and other bodies. Regularly review clients' financial plans to align with their evolving needs.

Requirements

  • Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
  • Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
  • Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options.
  • Analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
  • Ability to work independently, managing client relationships and delivering high-quality financial advice.
  • Compliance-driven approach, staying up to date with regulatory changes and adhering to industry standards.

What We Offer

We offer a range of benefits, including hybrid and flexible working, birthday leave, professional subscription, and much more. We are open to suggestions for flexible working arrangements that will not impact delivery in this role.

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