Financial Planning Specialist

1 week ago


City of London, United Kingdom Barbara Houghton Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Barbara Houghton. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients.

Key Responsibilities
  • Provide ongoing financial advice covering a broad range of topics, including:
    • Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice
    • Inheritance tax and Estate Planning
    • Tax-efficient cash flow strategies using cash-flow analyses
    • Optimise Investments Reviewing suitability of investment wrappers
  • Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
Requirements
  • University graduate or equivalent combination of education/experience
  • Level 4 qualified Diploma in Financial Planning/Regulated Financial Planning
  • Level 6/Chartered status would be attractive but not essential
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions
About Us

Barbara Houghton is a leading provider of financial services. We are committed to delivering exceptional service to our clients and are seeking a talented individual to join our team.



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