Financial Planner Position
4 weeks ago
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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