Financial Planner - Coggeshall, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

Coggeshall, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currenrtly recruiting for a highly regarded Financial Planning practice in Coggeshall who are looking to recruit a Financial Planner.

The business work with wealthy and aspiring individuals to develop and implement strategies to protect and manage their wealth.

The business is separately regulated to provide advice on all aspects of insurance, pensions and investments, with the experienceand expertise to support clients across a broad range of wealth structuring, generational planning, tax and legal matters.

Purpose

To support a Director or Adviser in preparing technical planning and regulated advice recommendations consistent with best advice and internal policies and procedures.

To additionally provide input to those policies in designated product areas and providementoring and technical training and support to the wider team.

Principal Elements and Accountabilities

Support the Director/Adviser in the development of Wealth Strategies

Complete fact finding on existing plans and policies
Support Director/Adviser in understanding wider client objectives
Prepare cash flow plans and work with adviser to develop different scenarios and strategies
Write Financial Review and Wealth Strategy documents
Attend client meetings to present cash flow to clients

Prepare advice recommendations

Research and analyse existing solutions and make recommendations focusing on more indepth advice including new business, replacement business, transfers
Product areas most applicable include:
Investments including a centralised investment proposition
Pensions including consolidation, LTA analysis, DB transfers, benefit crystalisation
Protection focusing mainly on life cover for gifting and IHT planning
EIS and VCT using a central panel of approved providers
Wealth structuring including IHT planning, Life wrappers, etc.
Write recommendation reports, prepare associated paperwork
Where appropriate, attend client meetings to walk through advice and options
Oversee advice through to implementation

Research and Due Diligence

Take responsibility for one or more product areas and provide research, ideas and input to the development of the policies and approach for that area
Update central templates and advice policies
Maintain market awareness of new products coming to market
Keep up to date on legislative and product changes

Qualifications and Experience

Likely to be educated to degree or equivalent level
Minimum Level 4 qualified and working to or already Chartered
Knowledge of Voyant or similar cash flow modelling tool
High level of product knowledge around pensions and protection
Relevant experience to be able to talk confidently with and present to higher net worth clients