Financial Planner

11 hours ago

London, Greater London, United Kingdom Tate Full time
Financial Planner Opportunity at Tate

We are seeking a highly motivated and experienced Financial Planner to join our Private Client Advice group at Tate. As a Financial Planner, you will be responsible for providing regulated financial advice to our existing UK clients, utilizing your expertise in pensions and retirement planning, inheritance tax and estate planning, tax-efficient cash flow strategies, and investment optimization.

Key Responsibilities:

  • Offering financial advice to over 7,500 existing UK clients, utilizing a range of financial products, including pensions, retirement planning, inheritance tax planning, and investment optimization.
  • Working closely with our Private Client Advice Team Leader to develop and implement effective financial strategies for clients.
  • Providing high-quality advice and service to clients, with a strong focus on communication and relationship-building.

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, with excellent communication and interpersonal skills.

About the Role:

This is an exciting opportunity to join a reputable client in Canary Wharf, London, and be part of a growing team. As a Financial Planner, you will have the chance to develop your skills and expertise, working with a range of financial products and clients. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.

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