Financial Planner

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:

- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork

**Position**:
**Office**:Perspective (Oxon) Ltd
**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)
**Salary**:Dependant on experience and qualifications, plus Bonus

**Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

**Specific Responsibilities**:
The key duties of the role are listed below:

- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Requirements**:
**Role requirements**:

- Experience as a Financial Planner or relevant experience
- Qualified to Level 4 Diploma in Financial Planning as a minimum
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Good knowledge of compliance, TCF, Data Protection Act and
- Anti-Money Laundering requirements
- Excellent communication skills and the ability to ask appropriate questions of clients
- Good analysis skills, money management skills and planning skills
- Should be enthusiastic and willing to assist clients
- Ability to manage own workload
- Time management is a must to ensure appointments are scheduled with realistic time frames
- Flexibility/ adaptability to cope with change
- Full driving licence and own car essential

**Critical Knowledge required**:

- Knowledge of FCA rules relating to the financial advice process.
- Working knowledge of Compliance
- Knowledge of the current market place