Vacancies | Perspective

Location Stokenchurch | On site
Employment Type Permanent
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We are currently looking for an experienced Adviser to join our team in Stokenchurch. The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
Office: Perspective (Chiltern)
Location: Stokenchurch
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Responsibilities

The key responsibilities include but are not limited to:

Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives.
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
Provide first class financial planning and advice to both existing and prospective clients.
Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection).
Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
Making recommendations to clients that meet their goals and ambitions.
Delivering annual reviews to clients on an ongoing service proposition.
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
Cultivating the client base and building relationships.
Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients.
Keeping abreast of new industry developments; and researching the market to ensure that knowledge is current.
Keeping up to date with financial products and legislation.
Ensuring compliance with all requirements of an FCA certified function holder.
Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
Ensuring that SPS via a recognised body is maintained at all times.

Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Strong communication skills; and the ability to ask appropriate questions of clients.
Good analytical skills, money management skills and planning skills.
Enthusiasm and willingness to assist clients.
Ability to manage own workload.
Flexible/adaptable to cope with change.
To be motivated, friendly and professional at all times; and provide impartial unbiased advice.
Excellent time management to ensure appointments are scheduled with realistic time frames.
Act in a professional manner when dealing with colleagues/stakeholders.
Ability to work as part of a Team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate.
Detailed understanding of the advice process.
Detailed understanding of financial planning.
Detailed understanding of products and solutions to meet client needs.
Up to date knowledge of the financial market place.
Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Stokenchurch Office

Stokenchurch Office
Chiltern House, Unit 5
Stokenchurch Business Park
Ibstone Road
Stokenchurch, Bucks
HP14 3FE

Telephone: 01494 451441

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Apply for role

PerspectivePlus

Shaped  around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme