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Our client is looking for a Financial Planner to join their team on a permanent basis in London. Hybrid working after probation period.

Role and Responsibilities:

* Provide ongoing financial advice covering a broad range of topics:

* Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice

* Inheritance tax and Estate Planning

* Tax-efficient cash flow strategies using cash-flow analyses

* Optimise Investments – Reviewing suitability of investment wrappers

* Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Your Qualifications:

* University graduate or equivalent combination of education/experience

* Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning

* Level 6/Chartered status would be attractive but not essential

* Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions

For more information on this role please contact Tony Ward quoting ref 16800TW