The Opportunity: 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 and 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: University graduate or equivalent combination of education and a competent level of client facing experience Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be attractive but not essential Genuine desire to provide a high standard of advice and service to clients Manage complexity and coordinate across several departments under s