Financial Planning Specialist
1 week ago
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
- 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
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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