Privacy Policy

FPA Search Customer Privacy Notice

Registered name: Legal Marketing Search Ltd

We are the controller of your personal data. For more information on controllers and their responsibilities, please see our guidance on data protection principles, definitions, and key terms.

This privacy notice explains what you can expect from us regarding your personal information, including:

  • Contact details
  • What information we collect, use, and why
  • Lawful bases and data protection rights
  • Where we obtain personal information from
  • How long we retain information
  • Who we share information with
  • How to complain

Contact details

Email: enquiries@fpa-search.com

What information we collect, use, and why

 

For providing and improving products and services for clients:
We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details
  • Addresses
  • Gender
  • Pronoun preferences
  • Occupation
  • Date of birth
  • Payment details (including card or bank information for transfers and direct debits)
  • Financial data (including income and expenditure)
  • Usage data (including information about how you interact with and use our website, products and services)
  • Employment details (including salary, sick pay and length of service)
  • Health information (such as medical records or health conditions)
  • Information relating to compliments or complaints
  • Video recordings
  • Audio recordings (e.g., calls)
  • Records of meetings and decisions
  • Website user information

 

 

For information updates or marketing purposes:

We collect or use the following personal information:

  • Names and contact details
  • Email addresses obtained through website opt-ins, salary guide downloads, and top-of-funnel activities
  • Addresses
  • Profile information
  • Marketing preferences
  • Website and app user journey information

Collecting email addresses and contact information through these channels allows us to provide relevant updates, insights, and communications regarding FP&A and finance career opportunities, market trends, and recruitment services. These communications help candidates stay informed regarding suitable roles and enable clients to receive relevant insights into talent availability and hiring trends. All communications include a clear option to unsubscribe at any time.

For legal compliance:
We collect or use the following personal information:

  • Name
  • Contact information
  • Identification documents
  • Any other personal information required to comply with legal obligations

For protecting client welfare:
We collect or use the following personal information:

  • Names and contact information

For recruitment purposes:
We collect or use the following personal information:

  • Contact details (e.g., name, address, telephone number or personal email address)
  • Date of birth
  • Copies of passports or other photo ID
  • Employment history (e.g., job application, employment references or secondary employment)
  • Education history (e.g., qualifications)
  • Right-to-work information
  • Details of any criminal convictions (e.g., Disclosure Barring Service (DBS), Access NI or Disclosure Scotland checks)
  • Security clearance details (e.g., basic checks and higher security clearance)

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights, which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

  • Your right of access – You have the right to ask us for copies of your personal information. You can request other information, such as details about where we get personal information from and who we share personal information with. There are some exemptions which mean you may not receive all the information you ask for. Read more about the right of access.
  • Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
  • Your right to erasure – You have the right to ask us to delete your personal information. Read more about the right to erasure.
  • Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
  • Your right to object to processing – You have the right to object to the processing of your personal data. Read more about the right to object to processing.
  • Your right to data portability – You have the right to ask that the personal information you gave us be transferred to another organisation, or to you. Read more about the right to data portability.
  • Your right to withdraw consent – When we use consent as our lawful basis, you have the right to withdraw your consent at any time.

If you make a request, we must respond without undue delay and, in any event, within one month. To make a data protection rights request, please contact us using the details at the top of this privacy notice.

Our lawful bases for collecting and using personal information

To provide and improve products and services for clients:

  • Consent – we have permission from you after providing all relevant information. You may withdraw consent at any time.
  • Legal obligation – to comply with the law.
  • Legitimate interests – to deliver and improve recruitment services for finance professionals and hiring organisations. This includes identifying and assessing candidates, matching experience to client requirements, maintaining accurate business relationships, and improving recruitment quality and efficiency. This processing is necessary to operate effectively as a specialist finance recruitment firm, benefiting both clients and candidates.

For information updates or marketing purposes:

  • Consent – we have permission from you after providing all relevant information. You may withdraw consent at any time.
  • Contract – to carry out a contract with you.
  • Legal obligation – to comply with the law.
  • Legitimate interests – to provide relevant updates, insights, and marketing communications. This includes email addresses collected via website opt-ins, salary guide downloads, and top-of-funnel activities. The benefits, such as improved access to opportunities, market knowledge, and engagement between clients and candidates, outweigh any minimal privacy risks. All communications are relevant, limited in frequency, and include an option to opt out at any time.

For legal compliance:

  • Consent, contract, legal obligation, and legitimate interests – to comply with regulatory obligations, verify candidates’ right to work, prevent fraud, and respond to lawful requests.

To protect client welfare:

  • Consent, contract, legal obligation, and legitimate interests – to verify candidate suitability and prevent potential risks to clients, such as reputational damage or misconduct.

For recruitment purposes:

  • Consent, contract, legal obligation, and legitimate interests – to deliver effective recruitment services connecting finance professionals with hiring organisations, including assessing CVs, experience, and qualifications.

Where we obtain personal information from

We collect personal information from multiple sources, including:

  • Directly from you, when you apply for roles, sign up for updates, or contact us
  • Website opt-ins, salary guide downloads, and top-of-funnel activities, such as newsletter sign-ups and industry insight requests
  • Publicly available sources, such as LinkedIn and other professional directories
  • Providers of marketing lists or other personal information, where individuals have consented to share their data

Collecting email addresses and other contact details through these channels allows us to maintain meaningful professional relationships and provide relevant communications while respecting privacy preferences.

 

How long we retain information

Data Type

Purpose

Retention Period

Notes

Candidate CVs, applications, interview notes

Recruitment and placement activities

2 years from last contact

May be retained longer with candidate consent

Client contact details and correspondence

Managing business relationships

6 years

For tax, invoicing, and contractual record purposes

Right-to-work checks and ID documents

Legal compliance and verification

2 years after placement or recruitment process ends

Required by law under Home Office guidance

Financial records, invoices, contracts

Accounting and statutory compliance

6 years

Required under Companies Act and HMRC rules

Marketing contact information

Communicating relevant updates and services

Until opt-out or inactivity after 2 years

Opt-out honoured immediately upon request

Website analytics and cookie data

Monitoring and improving website performance

6–24 months

Depends on analytics tool and cookie settings

For more information on how long we store your personal information, or the criteria we use to determine this, please contact us using the details provided above.

Who we share information with

  • Organisations we are legally obliged to share personal information with
  • Professional consultants engaged to support our business operations

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details above.

If you remain unhappy after contacting us, you can complain to the ICO:

Information Commissioner’s Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

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