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Frequently Asked Questions:

• How many Financial Planning Officer jobs are available on Pertemps?

  There are 9 Financial Planning Officer jobs available on Pertemps right now.

• What does a Financial Planning Officer do?

  Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

  Tasks required include:

  • Predicts the likely long- and short-term future performance of securities and other financial products and advises upon what will be an appropriate investment for their clients.
  • Analyses the financial position of clients, considering outgoings, dependants and commitments.
  • Advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances.
  • Monitors information on the socio-economic environment and interprets the implications of such information for their clients.
  • Prepares summary reports of findings for fund managers.
  • Keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority.
  • Identifies and attracts new clients by arranging visits and explaining the benefits of financial products.

• What are the entry requirements for a Financial Planning Officer?

  There are no formal academic requirements although entrants usually possess GCSEs/S grades and a degree in a relevant subject is sometimes required. Training may be undertaken in-house or entrants may attend courses run by professional institutions. Registration with a regulatory authority is required in some positions.