Financial Planner

Financial Planner – Greater London – £45K – £60K

About the Company:

Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals. They are currently seeking a skilled and experienced Financial Planner. 

What Your Day-to-Day Duties Will Include:

• Conduct thorough financial assessments for clients to understand their current financial situation, goals, and risk tolerance.
• Develop customized financial plans tailored to meet each client’s specific needs and objectives.
• Provide recommendations on investment strategies, asset allocation, and portfolio management to help clients grow and protect their wealth.
• Assist clients with retirement planning, including calculating retirement income needs, evaluating retirement savings options, and optimising Social Security benefits.
• Offer guidance on tax planning strategies to minimise tax liabilities and maximise tax efficiency.
• Advise clients on estate planning techniques to preserve wealth and minimize estate taxes.
• Stay up to date on industry trends, market developments, and regulatory changes to provide informed advice to clients.
• Build and maintain strong client relationships through regular communication and proactive financial guidance.
• Educate clients on financial planning concepts, investment principles, and wealth management strategies.

What is Needed to Be Considered:

• Have a minimum qualification to Level 4/Diploma in Regulated Financial Planning or equivalent.
• Have a strong commitment to providing excellent customer service to ensure long-term relationships with clients.
• Have a proactive work ethic.
• Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills.
• Minimum of two years of demonstrable advisory experience.

What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.