Lead Financial Consultant
4 weeks ago
As a Lead Financial Consultant, you will play a pivotal role in delivering comprehensive financial strategies tailored to our clients' unique objectives.
About the Company:
North Oak Recruitment is a distinguished firm recognized for its commitment to providing exceptional financial advisory services. We pride ourselves on our holistic approach to financial planning, ensuring that our clients receive personalized and effective solutions.
Key Responsibilities:
- Collaborate closely with paraplanners to develop and implement financial strategies that align with client goals.
- Conduct meetings with potential clients to evaluate their financial needs and present tailored solutions.
- Prepare and deliver detailed financial plans and suitability reports that comply with regulatory standards.
- Maintain a strong understanding of various financial planning areas, including:
1. Pension lifetime allowance
2. Inheritance tax strategies
3. Business taxation reliefs
4. Income tax and capital gains tax allowances
5. Trusts and family investment companies
6. Life insurance products
Qualifications:
- Must hold Chartered status with a minimum of 5 years of experience in financial planning.
- Possess pension transfer qualifications and experience in providing defined benefit pension advice.
Work Environment:
This is a full-time position with a hybrid working model, allowing for flexibility in your work schedule. Our office operates Tuesday through Thursday, with the option to work remotely on other days.
Compensation and Benefits:
- Competitive salary based on experience.
- Comprehensive benefits package including pension contributions, life insurance, and access to online healthcare services.
- Generous holiday allowance with the option to purchase additional days.
- Employee discounts on various services and products.
For more information about our privacy practices, please refer to our website.
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