Financial Planner Specialist

1 day ago


London, Greater London, United Kingdom Tate Recruitment Full time

Role Overview:

We are seeking a highly skilled Financial Planner Specialist to join our team in the UK New Business department. The successful candidate will provide regulated advice on various financial areas, including pension transfers, bond surrenders, investment taxation, and structure suitability.

The ideal candidate will be responsible for assessing clients' financial situations to determine suitable asset allocation recommendations, evaluating prospective client objectives, portfolio holdings, time-horizon, and cash flow needs, reviewing and formulating plans for clients with highly specialized situations, and creating and leading training sessions for other groups within the firm.

Key Responsibilities:

  • Assess clients' financial situations to determine suitable asset allocation recommendations.
  • Evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs.
  • Review and formulate plans for clients with highly specialized situations.
  • Evaluate existing pension and investment bond arrangements to determine suitability for transfer.
  • Create and lead training sessions for other groups within the firm.


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