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Financial Planner

Tate Professional
Posted 5 days ago, valid for 17 days
Location

London, Greater London E10 6EJ, England

Salary

£70,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Planner position is located in Canary Wharf, London with a salary of £70,000 per annum, plus two discretionary annual bonuses and excellent benefits.
  • This hybrid role requires a minimum of Level 4 qualification in Financial Planning and a strong desire to provide high-quality advice to clients.
  • The Financial Planner will be responsible for advising over 7,500 existing UK clients on various financial products, including pensions, inheritance tax, and investment optimization.
  • Candidates should possess detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions, along with strong communication skills.
  • The role offers opportunities for personal development, including the chance to become certified within the client's global asset management firm.

Financial Planner

Location: Canary Wharf, London

Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits

Working Arrangement: hybrid, 5 days per week Monday to Friday.

About the role as Financial Planner:

Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group. This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.

Key Responsibilities of the Financial Planner:

As a Financial Planner, you will be responsible for offering regulated financial advice to over 7,500 existing UK clients. Reporting directly to a Private Client Advice Team Leader, you will typically work with a range of financial products, including:

  • Pensions and Retirement Planning: Advising on pension contributions, carry forward strategies, lifetime allowance (LTA) planning, and drawdown options.
  • Inheritance Tax and Estate Planning: Helping clients to effectively plan their estates and manage inheritance tax implications.
  • Tax-Efficient Cash Flow Strategies: Utilizing cash-flow analyses to develop efficient financial strategies for clients.
  • Investment Optimization: Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds (both onshore and offshore), and trusts.

Qualifications and Skills Required:

  • Education: University graduate or equivalent combination of education and experience.
  • Professional Qualifications:
  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning is essential.
  • Level 6/Chartered status is desirable but not essential.
  • Experience and Knowledge:
  • A strong desire to provide high-quality advice and service to clients.
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.
  • Ability to manage complexity and coordinate across multiple departments under strict deadlines.
  • Communication Skills:
  • Ability to engage and connect with a wide range of audiences through phone and email.
  • Excellent written and verbal communication skills.

The position also offers opportunities for personal development, including the chance to become certified within the client's global asset management firm.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.