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Heat Recruitment
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Liverpool, Merseyside
Employed Financial Planner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
The Client: A firm with national coverage within the financial services who specialise in providing guidance andwhole of market, independent advice. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being. You will be expected to provide a top-class service and grow and develop a loyal client base that you can provide a diverse and tailored service to. There will be leads provided and you will also be given full paraplanning and administrative support and work for a well-known, growing firm. Duties: Carry out a comprehensive fact-find, gain a full understanding of the aspirations, needs and investment objectives of the individual. Ascertain the investors attitude towards risk. Produce a comprehensive Investment and pension planning service Producing a detailed planning report detailing relevant fact-find information with a detailed rationale behind the recommendation. Provide comprehensive Pension Income Options advice including; annuities, capped and flexible income drawdown, and phased retirement strategies Skills: Understand and explain in generic terms the merits and detractions of all investment types Explain effectively the benefits of discretionary portfolio management against other investment options available Good knowledge of personal taxation in particular, income tax, capital gains tax and inheritance tax Understand and assess suitability of available pension income options including annuities, phased retirement and income drawdown