Chartered Financial Adviser - Central London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 60,000 - 75,000; Full time

Job summary

An established industry player is seeking a driven Chartered Financial Adviser to join their dynamic team in Central London. This role offers the opportunity to engage with clients and provide tailored financial planning services, ensuring compliance with FCA regulations. You'll be responsible for generating new business, maintaining client relationships, and working collaboratively within a supportive team environment. Ideal candidates will possess strong communication skills, a commitment to client service, and the ambition to grow their client bank. If you're ready to take your career to the next level in a vibrant financial landscape, this position is perfect for you.

Qualifications

• Experience in financial planning and client management is essential.
• Strong communication skills and report writing ability are preferred.

Responsibilities

• Meet with clients to provide financial planning and generate income.
• Proactively generate new business and maintain client relations.

Skills

Financial Planning

Client Management

Regulated Sales Experience

Report Writing

Communication Skills

Education

QCA Level 6

Tools

CRM System

Job description

Type of Position: Chartered Financial Adviser - Central London
Pay: £60k - £75k

Chartered Financial Adviser - Central London

Our client is looking for a Chartered Financial Adviser 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.

We are looking for a highly driven individual, who is hungry to secure new business and widen their client bank. This role can be either part time or full time, with their head office based in Central London.

Key Responsibilities:

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

Experience in the following areas would be an advantage:

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

If you are interested in this position, please email your CV to [e-mail].