Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.
Responsibilities
•Provide 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 advice
•Inheritance tax and Estate Planning, including of trust planning
•Tax-efficient cash flow strategies using cash-flow analyses
•Optimise Investments – Reviewing suitability of investment wrappers and optimising tax efficiency
•Provide 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 experience
•Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
•Level 6/Chartered status would be attractive but not essential
•Genuine desire to provide a high standard of advice and service to clients
•Manage complexity and coordinate across several departments under strict timelines
•You are engaging and can connect with a wide array of audiences by phone and email
•Exceptional organisational skills, effective diary management and adhering to deadlines
•Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation
