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Financial Planner - Greater London - £45K - £60K About the Company: 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. They are currently seeking a skilled and experienced Financial Planner. What Your Day-to-Day Duties Will Include: Conduct thorough financial assessments for clients to understand their current financial situation, goals, and risk tolerance. Develop customized financial plans tailored to meet each client's specific needs and objectives. Provide recommendations on investment strategies, asset allocation, and portfolio management to help clients grow and protect their wealth. Assist clients with retirement planning, including calculating retirement income needs, evaluating retirement savings options, and optimising Social Security benefits. Offer guidance on tax planning strategies to minimise tax liabilities and maximise tax efficiency. Advise clients on estate planning techniques to preserve wealth and minimize estate taxes. Stay up to date on industry trends, market developments, and regulatory changes to provide informed advice to clients. Build and maintain strong client relationships through regular communication and proactive financial guidance. Educate clients on financial planning concepts, investment principles, and wealth management strategies. What is Needed to Be Considered: Have a minimum qualification to Level 4/Diploma in Regulated Financial Planning or equivalent. Have a strong commitment to providing excellent customer service to ensure long-term relationships with clients. Have a proactive work ethic. Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills. Minimum of two years of demonstrable advisory experience. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path. As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team. Key Responsibilities: To conduct telephone advice meetings with clients from across the country. To help to produce detailed but customer-friendly suitability reports. To keep abreast of legislation, compliance, and industry changes. Completing all business in a compliant manner and aligned with FCA requirements. Ensuring that all recommendations are suitable and, in the best interests of the client. Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principles and Code of Practice for approved persons. Support other team members to enable them to perform their tasks efficiently to enhance the client experience. Key Skills & Experience: Minimum of 3 years' personal finance advisory experience Minimum Level 4 Diploma Previous experience of delivering financial advice Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.