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Lead Financial Planner

2 months ago

City of London Greater London, United Kingdom Barbara Houghton Associates Full time

Company Overview: Barbara Houghton Associates is seeking a dedicated professional to enhance our financial advisory team.


Position Summary: We are in search of a Lead Financial Planner with RDR Level 4 qualifications to contribute to our operations.


Key Responsibilities:

  • Conduct thorough analyses of client investment portfolios and accounts to deliver FCA-compliant guidance on various financial matters, including pension transitions, investment taxation, and the appropriateness of account structures.
  • Engage in comprehensive fact-finding discussions with clients to assess their financial goals, portfolio assets, timeframes, liquidity requirements, and overall financial health, leading to tailored asset allocation strategies.
  • Evaluate clients' current pension and investment bond setups to ascertain the suitability of potential transfers or surrenders.
  • Collaborate with cross-functional teams to ensure optimal client outcomes by developing innovative resources and facilitating training sessions.
  • Maintain adherence to the Training and Competence (T&C) framework to ensure compliance with regulations governing the provision of financial advice.


Qualifications:

  • Possession of a Level 4 Qualification, such as the CII Regulated Diploma in Financial Planning or the CISI Investment Advice Diploma, is preferred.
  • A minimum of 3 years of experience in the financial services sector is essential.
  • A robust understanding of Financial Planning principles and client suitability is crucial.


We look forward to welcoming a knowledgeable and skilled individual to our team.