Financial Planner

Who are Azets

Azets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.

Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.

The opportunity

• Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences. Conduct thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments. • Financial Planning: Leverage your expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients. Consider factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies. Offer recommendations and strategies to help clients meet their short-term and long-term financial goals. • Investment Advice: Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles, considering UK-specific vehicles like ISAs and SIPPs. Monitor investment performance, analyse market trends, and maintain regular communication with clients. • Retirement Planning: Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions. Assist clients in understanding the effects of pension contributions and tax relief, and advise on maximizing retirement savings. Offer strategies for retirement income withdrawal, including annuities, drawdown options, and tax considerations.
What are we looking for?

• Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent. • Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws. • Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options. • Excellent communication and interpersonal skills to build trust and rapport with clients. • Analytical mindset and attention to detail when conducting financial analysis and creating financial plans. • Ability to work independently, managing client relationships and delivering high-quality financial advice. • Strong ethical standards and a commitment to acting in the best interests of clients. • Compliance-driven approach, staying up to date with regulatory changes and adhering to industry standards.
We are looking for three things in particular

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• Be a good colleague- work well with your colleagues in Azets and help them achieve our collective goals • Be ambitious - Whether that be academically, professionally, or commercially we want you to strive to be your best • Do the right thing- We are an advice-based business, and the quality of our advice is paramount
What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK

Interested in hearing more about Life at Azets

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