Financial Planner

2 weeks ago

London, United Kingdom eFinancial Careers Full time

**The Company**

Our client is an established Investment Management firm.

**The Role**

The Financial Planner will support a Financial Planning Director in preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures.

The Financial Planner will complete fact finding on existing plans and policies and provide support to the Financial Planning Director in understanding HNW Private client objectives.

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents.

The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (new business, replacement business, transfers).

Wealth Planning Product areas include: Investments including a centralised investment proposition, pensions including consolidation, DB transfers, Protection (life cover and IHT planning), EIS and VCT, Wealth structuring (IHT planning, Life wrappers)

The Financial Planner will write recommendation reports, prepare associated paperwork, attend client meetings and oversee advice through to implementation.

The Financial Planner will maintain market awareness of new products coming to market and keep up to date on legislative and product changes.

Educated to degree or equivalent level.

Minimum Level 4 qualified and working to or already Chartered.

Knowledge of Voyant or similar cash flow modelling tool.

High level of product knowledge (pensions and protection).

Excellent organisational skills with ability to prioritise and multi-task.

Strong interpersonal skills and good written and verbal communication.

Attention to detail and confidence with numbers.

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