This highly regarded private bank is looking for a Financial Planner to join the Professional Services division which is a fee-earning group working alongside banking and investment management.
The Professional Services Group consist of tax planning, trust, and Financial Planning. This role will work within the Financial Planning team and work closely with the tax planning team in winning work from banking clients and external advisors. The Financial Planning team meets with the clients to clarify their objectives and suggests how best to reach their short and long term goals. The team take time to understand the clients specific circumstances and financial position so they can provide suitable recommendations as to the best way forward. As impartial fee based advisers, much of their advice involves giving appropriate guidance rather than the promotion or use of financial products.
You will need to be FPC qualified and ideally have a tax technical background. Experience of dealing with individuals with insatiable assets of more than ВЈ5m would be required.
Pro-Tax is the UK's market leader in the recruitment of tax professionals to both practice and commercial clients. We recruit at all levels from Tax Assistants to Partners and Heads of Tax on a national and international basis. Whether you are looking for a new role or similarly looking to recruit high calibre staff, contacting Pro-Tax should be your first move.
