Financial Planning Director - London
- London
- £80,000-120,000 per year
- Permanent
- Full-time
- Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
- Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.
- Nurture and expand client relationships through effective communication and tailored financial guidance.
- Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
- Market Analysis and Investment Strategy:
- Stay abreast of market trends, economic indicators, and regulatory changes.
- Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.
- Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
- Collaborate with clients to establish contingency plans for unforeseen circumstances.
- Work closely with clients to optimise tax strategies and minimise liabilities.
- Stay informed about tax code changes and their potential impact on clients' financial plans.
- Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
- Share insights and best practices to contribute to the collective expertise of the organisation.
- Bachelor's degree ideally in Finance, Business, or related field.
- Minimum Level 6 CII, CISI or LIBF qualification
- Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
- In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
- Strong analytical, interpersonal, and communication skills.
- Competitive compensation package including potential Partnership
- Health and retirement benefits.
- Professional development opportunities.
- Collaborative and dynamic work environment.