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The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm.

The Day-to-Day: 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 Your Qualifications: ...