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70000
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 by sending your CV to tonyward@bhal.co.uk and quoting ref 16800TW
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