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 o...