Financial Planner

Our client is looking for a Financial Planner to join their team on a permanent basis in London. Hybrid working after probation period.

Role and Responsibilities:

Provide ongoing financial advice covering a broad range of topics:

oPensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice

oInheritance tax and Estate Planning

oTax-efficient cash flow strategies using cash-flow analyses

oOptimise Investments Reviewing suitability of investment wrappers

oProvide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Your Qualifications:

University graduate or equivalent combination of education/experience

Level 4 qualified Diploma in Financial Planning/Regulated Financial Planning

Level 6/Chartered status would be attractive but not essential

Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions

For more information on this role please contact Tony Ward quoting ref 16800TW