Financial Planner

1 month ago

Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

About the Role:

Atherton & Associates Wealth Management is seeking a highly motivated Financial Planner to join our team in Nantwich, Cheshire. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, focusing on pension and retirement planning, inheritance tax, and tax-efficient cash flow strategies.

Key Responsibilities:

  • Advising clients on pension contributions, carry forward strategies, and lifetime allowance planning.
  • Helping clients plan their estates and manage inheritance tax implications.
  • Developing tax-efficient cash flow 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:

  • Level 4 qualified in Financial Planning or Regulated Financial Planning.
  • 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.

Working Arrangement: Hybrid, 5 days per week, Monday to Friday. Location: Nantwich, Cheshire. Salary: £30,000.00-£90,000.00 per year. Schedule: Monday to Friday. Work Location: Hybrid remote in Nantwich.

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