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Financial Planning and Analysis Consultant - Manchester, United Kingdom - Azets Group
Description
Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment At Azets, you're in control of your career and with our support this will make us even stronger, together.
Our motto when it comes to career development is "Your Journey, Your Voice, Your Success".Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
Always operating within the requirements of the applicable Financial Conduct Authority rules and regulationsGather and analyse information required to provide financial planning advice
Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules
Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others
Previous experience in a financial planning environment is essential
Engage with clients to understand their financial objectives, ;risk tolerance, and investment preferences. Conduct thorough fact-finding interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.
Financial Planning :
Utilize your expertise in UK financial regulations, tax laws, and investment options to develop tailored financial plans for clients.
Take into account factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies. Provide recommendations and strategies to help clients achieve their short-term and long-term financial objectives.Investment Advice :
Research, evaluate, and recommend appropriate investment options based on clients' goals and risk profiles, taking into account UK-specific investment vehicles such as ISAs (Individual Savings Accounts), SIPPs (Self-Invested Personal Pensions).
Monitor investment performance, analyse market trends, and keep in regular contact with your clients.Retirement Planning :
Advise clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state ;pensions. Help clients understand the impact of pension ;contributions and tax relief, and guide them in maximizing their retirement savings. Provide strategies for retirement income withdrawal, considering annuities, drawdown options, and tax implications.
Compliance and Regulation :
Ensure compliance with all relevant UK financial regulations and legislation, including those set forth by the Financial Conduct Authority (FCA) and other regulatory bodies.
Establish long-term relationships with clients and provide ongoing support and guidance.Conduct regular reviews of clients' financial plans and investment portfolios, ensuring they remain aligned with their objectives and adapting to changing circumstances.
Proactively communicate with clients to address any concerns or changes in their financial situation.Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options.Analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
Ability to work independently, managing client relationships and delivering high-quality financial advice.
Compliance-driven approach, staying up to date with regulatory changes and adhering to industry standards
Be a good colleague - work well with your colleagues in Azets and help them achieve our collective goals
Do the right thing - We are an advice-based business, and the quality of our advice is paramount
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