Financial Planner Position

4 weeks ago


London, Greater London, United Kingdom Tate Full time

About the Role:

Tate is seeking a highly motivated Financial Planner to join their expanding Private Client Advice group. This role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.

Key Responsibilities:

  • Offering regulated financial advice to over 7,500 existing UK clients.
  • Working with a range of financial products, including pensions and retirement planning, inheritance tax and estate planning, tax-efficient cash flow strategies, and investment optimization.

Qualifications and Skills:

  • 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.
  • 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.

Personal Development Opportunities:

The position also offers opportunities for personal development, including the chance to become certified within Tate's global asset management firm.



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