Financial Planning Specialist

4 weeks ago

Aberdeen, Aberdeen City, United Kingdom Azets Group Full time
Financial Consultant/Financial Planning

We are a top-tier accountancy firm in the UK, offering a wide range of financial services to individuals and businesses. Our team of experts is dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals.

Key Responsibilities:
  • 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, analyze 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.
We are looking for three things in particular:
  • Be a good colleague: Work well with your colleagues in Azets and help them achieve our collective goals.
  • Do the right thing: We are an advice-based business, and the quality of our advice is paramount. Our benefits include hybrid & flexible working, birthday leave, professional subscription, and much more.

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