Financial Planner
6 days ago
**The Role**
This is a fantastic opportunity for a Financial Planner to join a highly credible Wealth Management company and support the Financial Planning Director in the development of Wealth Strategies.
The Financial Planner will complete fact finding on existing plans and policies and support the Financial Planning Director in understanding wider client Financial Planning objectives
The Financial Planner will prepare cash flow plans and work with adviser to develop different scenarios and strategies.
The Financial Planner will write Financial Review and Wealth Strategy documents and attend client meetings to present cash flow to clients.
The Financial Planner will Research and analyse existing solutions and make recommendations focusing on more in-depth advice including new business, replacement business, transfers
The Financial Planner will be responsible for wealth structuring including IHT planning, Life wrappers, etc.
The Financial Planner will also be exposed to Investment Products including a centralised investment proposition, Pensions including consolidation & DB transfers, Protection focusing mainly on life cover and IHT planning, also EIS and VCT using a centralpanel of approved providers.
The Financial Planner will write Financial Planning recommendation reports, prepare associated paperwork and attend client meetings to walk through advice and options - overseeing advice through to implementation.
The Financial Planner will take responsibility for one or more product areas and provide research, ideas and input to the development of the policies and approach for that area
Minimum Level 4 qualified is essential and working to Chartered (if not already achieved)
Knowledge of Voyant or similar cash flow modelling tool.
High level of product knowledge around pensions and protection.
Relevant experience to be able to talk confidently with and present to high net worth clients.
Strong interpersonal skills and a strong team player
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