Financial Planner RDR Level 4

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.

Responsibilities

Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice

Inheritance tax and Estate Planning, including of trust planning

Tax-efficient cash flow strategies using cash-flow analyses

Optimise Investments Reviewing suitability of investment wrappers and optimising tax efficiency

Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role

Skills and knowledge

University graduate or equivalent combination of education and a competent level of client facing experience

Level 4 qualified Diploma in Financial Planning/Regulated Financial Planning

Level 6/Chartered status would be attractive but not essential

Genuine desire to provide a high standard of advice and service to clients

Manage complexity and coordinate across several departments under strict timelines

You are engaging and can connect with a wide array of audiences by phone and email

Exceptional organisational skills, effective diary management and adhering to deadlines

Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation