Financial Planner
Core
Deliver bespoke, whole-of-market financial advice including pensions, investments, estate planning, and employee benefits to individuals and businesses.
Role type
Senior IC Financial Planner
Builds
Personalized financial plans, investment strategies, and retirement solutions for UK clients
Domain
UK Financial Services / Wealth Management
Deliverable
client delivery
Required skills
UK financial regulations, tax laws, investment analysis, pension planning, estate planning, client consultation, regulatory compliance (FCA)
Preferred skills
Chartered Financial Planner status, experience in UK financial advisory market
Technologies
ISAs, SIPPs, workplace pensions, personal pensions, annuities, drawdown options
Responsibilities
Engage clients to assess financial status and objectives; create personalized financial plans; research and recommend investment options; guide clients on retirement savings and withdrawal strategies; ensure adherence to FCA regulations and conduct rules
Seniority
Senior, hands-on IC