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Financial Planning Specialist

2 months ago

Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time
Financial Planner Job Description

Pavilion Recruitment Solutions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensure their long-term financial security.

Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain long-term relationships with clients.
    • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
    • Identify clients' financial objectives, risk tolerance, and current financial situation.
  • Financial Planning and Advice:
    • Create and present tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
    • Recommend suitable financial products based on clients' needs and risk profile.
    • Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
    • Review and revise financial plans in response to life or economic changes.
  • Compliance and Regulatory:
    • Ensure all financial planning and advice activities comply with relevant regulations, including FCA requirements.
    • Keep up-to-date with financial products, legislation, and industry trends.
    • Maintain accurate and detailed records of all client interactions and advice given.
  • Business Development:
    • Identify opportunities for new client acquisition and business growth.
    • Network and build relationships with potential clients and referral partners.
    • Participate in seminars, workshops, and other professional development activities to enhance skills and knowledge.
  • Team Collaboration:
    • Work closely with colleagues in the financial planning and advisory team to share knowledge and best practices.
    • Contribute to team objectives and support colleagues in achieving their targets.

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent.
  • Minimum of 2-3 years experience in financial planning, advisory, or a related role.
  • In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
  • Strong understanding of FCA regulations and compliance requirements.
  • Proven track record of building and maintaining client relationships.

Desirable:

  • Chartered Financial Planner status or progress towards achieving it.
  • Experience with financial planning software and CRM systems.
  • Experience in niche areas such as inheritance tax planning, long-term care, or corporate financial planning.

Skills and Competencies:

  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
  • Strong analytical and problem-solving abilities.
  • High attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Strong organisational and time-management skills.
  • Ethical and client-focused mindset.