Financial Planner
1 week ago
At Tate, we are seeking a skilled Financial Planner to join our expanding Private Client Advice group. As a key member of our team, you will be responsible for providing regulated financial advice to our existing clients.
Key Responsibilities
As a Financial Planner, you will be responsible for:
- Offering advice on pension contributions, carry forward strategies, lifetime allowance planning, and drawdown options.
- Helping clients to effectively plan their estates and manage inheritance tax implications.
- Developing efficient financial strategies for clients using cash-flow analyses.
- Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds, and trusts.
Requirements
To be successful in this role, you will need:
- University graduate or equivalent combination of education and experience.
- Level 4 qualification in Financial Planning or Regulated Financial Planning.
- Ability to engage and connect with a wide range of audiences through phone and email.
- Excellent written and verbal communication skills.
This is a fantastic opportunity for a motivated and detail-oriented individual to develop their skills and knowledge in a dynamic and growing team. If you are passionate about providing high-quality advice and service to clients, please apply for this role.
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