Financial Planner - Nottinghamshire, United Kingdom - Office Angels

Office Angels
Office Angels
Verified Company
Nottinghamshire, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

As the Financial Planner your responsibilities will include:

  • Meeting clients to understand their future investment plans and documenting them accordingly
  • Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives
  • Discussing the investment opportunities and risks related to the particular investment with the clients
  • Recommending strategies that the clients can use in achieving their financial goals and objectives
  • Ensuring that recommendations and associated advice is compliant, well researched, comprehensive, and well documented
  • Taking responsibility for client documentation and ensuring it is complete and compliant
  • Developing professional connections (internal and external) to produce continuing quality client introductions
  • Carrying out other general duties, as requested from time to time by Senior Management and the Board of Directors, commensurate with skills, experience and status

Skills and Knowledge required to be successful as the Financial Planner
Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients

  • Being able to actively listen and explain complex concepts in a manner likely to be understood by a client
  • Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues
  • Understand and demonstrate adherence to regulatory requirements and obligations
  • IT literate, including the full Microsoft Office suite
  • Excellent telephone and communication manner essential
  • Clean driving licence
  • Good organisational, administrative and time management skills essential
  • Selfdiscipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate
  • Results driven and service orientated
  • Flexible attitude to work, prepared to travel, evening appointments etc.
  • Must be qualified to Diploma level 4 or higher and committed to further professional advancement via examination
  • Must have a current and valid Statement of Professional Standing
Once successful in the Financial Planner you will receive excellent benefits including a work life balance, a very supportive team and line manager, 30 days holiday, bonus, pension and flexible benefits and hybrid working


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.
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