Chartered Financial Adviser - Central London

Artemis Recruitment Consultants; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services company in Central London is seeking a Chartered Financial Adviser to meet clients and provide financial planning. This role allows for part-time or full-time work, aiming to secure new business and manage client relations. The ideal candidate will have excellent communication skills and experience in regulated sales, and must be working towards QCA Level 6.

Qualifications

• Proven ability to generate new business opportunities.
• Experience working with professional introducers.
• Ability to work largely unsupervised but contribute to team goals.

Responsibilities

• Generate compliant initial and ongoing income by meeting clients.
• Maintain accurate client information in the CRM system.
• Ensure all revenue targets are met in a compliant manner.

Skills

Strong written and verbal communication skills

Client management experience

Regulated sales experience

Research, analysis and interpretation

Education

Working toward/obtained QCA Level 6

Job description

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Chartered Financial Adviser - Central London, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

dfc17e9d06bc

Job Views:

28

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

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:

- 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 CPD

Experience 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
- Working toward/obtained QCA Level 6 - Essential