We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
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.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Your responsibilities will include, but are not limited to:
The ideal candidate should have proven experience in advising clients on lifetime issues such as wills, powers of attorney, inheritance tax, family asset succession, and protection.
Desirable experience includes dealing with business structures, court of protection matters, knowledge of trusts and trust administration, wider tax knowledge, probate administration experience, and being STEP & CTA qualified or part-qualified.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.