Financial Planner
Core
Provide regulated financial advice to existing and prospective clients on pensions, retirement planning, inheritance tax, estate planning, and investment optimization.
Role type
Financial Planner (Private Client)
Builds
Personalized financial planning strategies and investment wrappers for high-net-worth individuals.
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Pensions and Retirement Planning, Inheritance Tax and Estate Planning, Investment Optimization, Cash-flow analysis, Client advisory (phone/writing/face-to-face), Regulatory compliance knowledge
Preferred skills
Chartered Financial Planner status (Level 6), Trust planning expertise
Responsibilities
Provide ongoing financial advice on pensions, retirement, and tax-efficient strategies; Review suitability of investment wrappers; Conduct client meetings and deliver advice via phone and writing; Coordinate across departments under strict timelines.
Seniority
Mid-level, client-facing IC