Chartered Financial Planner

**Job Title: Chartered Financial Planner** **Job Type: Permanent** **Location: Weston Super Mare or Plymouth** **Hours of work: 9.00am - 5.00pm Monday to Friday, with one-hour lunch** **Salary: £30-75k negotiable depending on skills and experience** Hawk 3 Talent Solutions are looking for an experienced Chartered Financial Planner to join their client's Financial Planning team based at their Weston office on a permanent basis. This is a senior role in an independent directly authorised Firm, workingin a growing team of Chartered Financial Planners. The role will predominately include servicing existing clients of the core accountancy practice, and also business development via internal business teams. **Main duties**: - Deliver client focused, professional financial planning advice to new and existing clients. - Develop the business via internal introducers. - Network and present to groups of professionals. - Engage with clients, define their objectives and agree project fees. - Complete fact finds and gather all other information required to satisfy "know your customer" requirements. - Research existing arrangements and consider alternative solutions to achieve client objectives. - Prepare suitability reports to explain recommendations. - Ensure clients understand recommendations and answer any questions they may have. - Assist clients with the completion of any required paperwork. - Carry out regular reviews for existing clients. - Maintain all supporting documentation. - Keep up to date with all relevant product, legislative and technical changes. - Ensure a current statement of professional standing (SPS) is held at all times. - Attain and maintain level of competence as required by the Firm. - Maintain all standards of performance as required by the Firm. - Ensure relevant CPD is maintained and recorded accurately. - Ensure compliance at all times with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons, the relevant FCA rules and the Firm's internal compliance rules and procedures. - Work as part of the team to meet business targets. - Take responsibility for and deliver client service to a high standard. - Ensure all work carried out is compliant and complete. - Provide cover for other Advisers during holidays and periods of other absence. This job description summarises the main duties and responsibilities of the post, but the post-holder may be required to undertake other duties and projects of similar level and responsibility **Attributes, Skills, Experience and Qualifications** - Analytical, methodical and numerical - Strategic, pragmatic and commercially minded - Decisive, accurate and meticulous - Tenacious, persuasive and self-motivated - Results oriented, displays initiative and embraces change - Outgoing, adaptable and socially confident - A positive 'can do' attitude, team worker and personable - Resilient / able to work under pressure, multi-task and work independently / flexibly - Adaptable, organised and conscientious - Effective Communicator, with proven accuracy and an eye for detail - Takes the initiative, ability to prioritise and meet deadlines - Good working knowledge of Word, Excel and PowerPoint - Level 4 CII Diploma in Financial Planning, Level 6 CII Advanced Diploma in Financial Planning and CII Chartered Financial Planner are essential whilst SOLLA accreditation is desirable - Minimum of 5 years relevant experience in a financial services team, suitability report writing and current competent Adviser status are all essential **Benefits** - Annual salary review - 25 days annual leave plus bank holidays - Death in service 3 x annual salary - Access to Westfield Rewards and Health scheme - 24-hour external Employee Assistance Programme helpline - Flexible benefits including Buy and sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance - Introducing clients and staff commission schemes - Pension 3% rising to 4% (but matched up to 6%) after 4 years' service Hawk 3 Talent are operating as an employment agency on behalf of its client