Financial Planner , Financial Advice , Level 4 Diploma​/Chartered

The Company

Ourclientisanestablished Investment Managementfirm .

The Financial Plannerwillfocusonmanaging HNWclients.

Partlyofficebasedbutalsovisitingclientsinandaround London,orcouldalsocoverthe

South

East region.

The Financial Plannerwillbepreparingtechnicalwealthplanningandregulatedadvicerecommendations ,consistentwithbestadviceandinternalpoliciesandprocedures.

The Financial Plannerwillnurtureclientrelationshipsandwillcompletefactfindingonexistingplansandpoliciesandwillbeunderstandingofclientobjectives .

The Financial Plannerwillpreparecashflowplansandworkwiththeadvisertodevelopdifferentscenariosandstrategiesandwrite Financial Reviewand Wealth Strategydocuments .

The Financial Plannerwillresearchandanalyseexistingsolutionsmakingrecommendationsfocusingonin -depthadvice(new business,replacementbusiness,transfers).

Wealth Planning Productareasinclude :

• Investments including a centralised investment proposition
• Pensions including consolidation
• DB transfers
• Protection (life cover and IHT planning)
• EIS and VCT
• Wealth structuring (IHT planning, Lifewrappers)

The Financial Plannerwillwriterecommendationreports ,prepareassociatedpaperwork,attendclientmeetingsandoverseeadvicethroughtoimplementation.

Therewillbesolidparaplanningsupportprovided.

The Financial Plannerwillbuildfurtherclientrelationshipsandwillmaintainmarketawarenessofnewproductscomingtomarketandkeepuptodateonlegislativeandproductchanges .

5years+Relevantexperienceingivingregulatedfinancialadvice-financial planning/wealthplanningwithprovenabilitytotalkconfidently,presentandapplytechnicalknowledgetoclientsituationsinahighnetworthprivateclientenvironment.

Minimum Level4

Financial Planning Diplomaqualifiedandworkingtowardsoralready Charteredstatus .

Knowledgeofcashflowmodellingtools.

Highlevelofproductknowledge(investments,pensionsandprotection).

Excellentorganisationalskillswithabilitytoprioritiseandmulti-task.

Stronginterpersonalskillsandgoodwrittenandverbalcommunication.

Attentiontodetailandconfidencewithnumbers.