Financial Planner

1 month ago


City Of London, United Kingdom Tate Recruitment Full time
Financial Planner Job Description

We are seeking a highly skilled Financial Planner to join our Private Client Advice team in Canary Wharf, London. As a Financial Planner, you will be responsible for providing regulated financial advice to our existing UK clients, utilizing your expertise in pension and retirement planning, inheritance tax and estate planning, and tax-efficient cash flow strategies.

Key Responsibilities:
  • Offering financial advice to over 7,500 existing UK clients, utilizing a range of financial products, including pensions, retirement planning, inheritance tax, and estate planning.
  • Developing and implementing tax-efficient cash flow strategies for clients, utilizing cash-flow analyses and financial modeling.
  • Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds, and trusts.
Requirements:
  • University graduate or equivalent combination of education and experience.
  • Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning is essential.
  • Level 6/Chartered status is desirable but not essential.
  • Strong desire to provide high-quality advice and service to clients.
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
  • Ability to manage complexity and coordinate across multiple departments under strict deadlines.
  • Excellent written and verbal communication skills.
What We Offer:

The position offers opportunities for personal development, including the chance to become certified within our global asset management firm. You will have the opportunity to work with a reputable client in a dynamic and expanding team, providing a diverse and challenging role.



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