Our client being an Investment Managers is looking for a talented Senior Paraplanner/ Financial Planner to join their rapidly growing Financial Planning Department. This is a hybrid role that will be firstly writing New Business Suitability Reports and secondly providing Ongoing Financial Advice to Existing Clients. The reports focus will be on the suitability of defined contribution pension switches, transfers with meeting clients long term objectives. The advice is owned by the Senior Paraplanner/ Financial Planner hence previous FCA registered CF30 experience is an advantage but will be helped towards if not held. The role also entails financial advice covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning. Advise is given over the phone or via email with some face to face client meetings.
Must have a Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning, Level 6 Chartered status would be an advantage as would AF3/G60 PTS qualifications.
Will be working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts.
This is a fantastic opportunity to work with more than 5000 existing UK clients and progress into an adviser with a modern and efficient approach to private client advice and asset management