Financial Planning Specialist

1 week ago

Exeter, Devon, United Kingdom https:www.energyjobline.comsitemap Full time
Financial Planner Job Description

We are seeking a highly skilled and experienced Financial Planner to join our team at Yellowtail, a leading Financial Planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate planning.

The Role:

The Financial Planner will be responsible for providing expert advice on financial planning to a diverse client base, including HNW individuals. This will involve assessing clients' financial situations, identifying their needs and goals, and developing tailored lifetime financial plans. The successful candidate will also be responsible for ensuring adherence to all Compliance, Legal, Statutory, and Regulatory requirements relevant to financial planning.

Key Responsibilities:
  1. Provide expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.
  2. Assess clients' financial situations, identifying their needs and goals, and develop tailored lifetime financial plans.
  3. Ensure adherence to all Compliance, Legal, Statutory, and Regulatory requirements relevant to financial planning.
  4. Stay current with industry standards and regulations, committing to continuous professional development.
Requirements:
  1. 3 years' + client-facing experience, gained as a Financial Planner / Financial Adviser or a Senior Paraplanner.
  2. Experience of all areas of financial planning – cashflow forecasting, tax-efficient investment planning, pensions and retirement planning, protection and estate planning etc.
  3. Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
  4. Emotionally intelligent, a keen listener and strong communicator, capable of articulating complex financial concepts clearly and a warm relationship builder, demonstrating a caring, client-centric approach.
  5. Flexible, adaptable to change and happy to travel to client meetings as required.
  6. Quality focused, analytical with excellent attention to detail.

Yellowtail is an award-winning boutique financial planning firm committed to delivering exceptional client service. Our approach is centred around simplifying our clients' lives with a simple investment proposition and a focus on quality over quantity. We prioritise lifetime financial planning, ensuring that the client remains at the heart of everything we do.

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