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Financial planner
Financial Adviser (Preferably Chartered)

Financial Adviser (Preferably Chartered)

Artemis Recruitment Consultants Ltd

Posted 2 days ago, valid for 10 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

Our client is seeking a Chartered Financial Planner to join their team, focusing on providing financial planning services to clients and prospective clients.
The role involves managing a large client portfolio, and bringing over existing clients is not a requirement.
Candidates should have a minimum of QCA Level 4 qualification and ideally be working towards QCA Level 6, with relevant regulated sales and client management experience.
The position offers a competitive salary of £65,000 per year, reflective of the candidate's experience and skills.
The ability to travel between the two office locations in Kingston upon Thames and Central London is essential for client meetings.

Our client is looking for a Chartered Financial Planner to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.

You will be taking over a large client portfolio, so bringing over your own clients is not a necessity. Our client operates out of two offices, one near Kingston upon Thames and one in Central London. For this position, client meetings can be held at either office so the ability to travel between the two is essential.

Key Responsibilities:

- To comply with FCA rules and guidance and Compliance and T&C procedures.- Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.- Deal with client affairs with integrity and efficiency.- To prepare full and complete recommendation reports, with the support of ParaPlanning team- To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.- To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.- To adhere fully to the company's Private Client Proposition- To work in a team environment- To demonstrate commitment to the team by responding to referrals within the agreed SLA.- To maintain appropriate CPDExperience in the following areas would be an advantage:

- Research, analysis and interpretation, file preparation, and report writing- Strong written and verbal communication skills.- Ability to work largely unsupervised, but to contribute and participate in team goals/objectives- Regulated sales experience- Client management experience- Experienced in working with professional introducers- Achievement of QCA Level 4 Minimum - Essential- Working toward QCA Level 6 - Desired

If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.

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