Financial Planner RDR Level 4

Location: Greater London

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
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