Job Description
Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.
ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown adviceInheritance tax and Estate Planning, including of trust planningTax-efficient cash flow strategies using cash-flow analysesOptimise Investments Reviewing suitability of investment wrappers and optimising tax efficiencyProvide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
Skills and knowledge
University graduate or equivalent combination of education and a competent level of client facing experienceLevel 4 qualified Diploma in Financial Planning/Regulated Financial PlanningLevel 6/Chartered status would be attractive but not essentialGenuine desire to provide a high standard of advice and service to clientsManage complexity and coordinate across several departments under strict timelinesYou are engaging and can connect with a wide array of audiences by phone and emailExceptional organisational skills, effective diary management and adhering to deadlinesDetailed knowledge of Inheritance Tax Planning, D...