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Job Reference ST6986
Location Bristol
Salary / Hourly Rate Up to £55K DOE
Sector Finance & Accounts
Job Type Permanent
Details Full Time
Date Posted 8 Jan 2020

Job Description

Financial Planner
Up to £55k per annum DOE (must be willing to work towards Certified Financial Planner)
Permanent, Full time

Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
Specific duties and responsibilities:

• To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
• Analyse information and present Financial Plans best suited to individual clients' requirements
• Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice
• Design financial strategies
• Assisting clients to make informed decisions and educate them on Financial Planning and Investment Philosophy
• Liaise with financial services providers to keep up to date on solutions in the market place
• Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team • Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;
• Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;
• Deliver all of the above with integrity, honesty and professionalism.

Qualifications and experience required
•Level 4 Diploma 5 years’ experience within a client service environment
•5 years’ experience in delivering client advice
•Good communication and computer literacy skills required
•Good presentation skills

Privacy Notice

St David Recruitment Services is an Employment Agency providing work-finding services to our clients, candidates and work-seekers. Our Company must process personal data so that we can provide these services and in doing so, the Company acts as a Data Controller.
As a candidate, you may provide personal details to our Company directly in CV form or via our website. Alternatively, we may collect them from another source such as a third party jobs board. As a business, we must have a legal basis for processing personal data and in turn providing work-finding services. In the event that you are a candidate who has formally registered with St David Recruitment Services, please be advised that personal data is processed on the legal basis of ‘Contractual Obligation;’ the processing is necessary for the performance of a contract. In all other instances, where we receive personal data via direct or indirect means, either supplied by yourself or obtained via a public forum, we process data on the basis of ‘Legitimate Interest;’ processing is necessary for the purposes of our legitimate interest to provide work-finding services.
St David Recruitment Services will only share personal data with clients who have authorised us to source prospective candidates for permanent or temporary employment. Specific company names will be disclosed in advance of any data being shared.
As a business, we will retain personal data only for as long as is necessary, on a secure CRM system. The Conduct of Employment Agencies and Employment Businesses Regulations 2003, require us to keep work-seeker records for at least one year from the date of their creation or after the date on which we last provide work-finding services. Where applicable, we must also keep payroll records, holiday pay, sick pay and pensions auto-enrolment records for as long as is legally required by HMRC and associated national minimum wage, social security and tax legislation.
As an individual, you have several rights in respect to the processing of your personal data, all of which can be reviewed on our website. This includes the right to withdraw consent at any time by contacting the Recruitment Consultant with whom you initiated contact, or any other employee at St David Recruitment Services.
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