Chartered Financial Adviser - London

Artemis Recruitment Consultants Ltd; City Of London; On-site; GBP 80,000 - 90,000; Full time

Job summary

A financial services company seeks a Chartered Financial Adviser in London to engage with clients for effective financial planning. Responsibilities include meeting clients, generating new business, and preparing detailed reports while adhering to compliance standards. Candidates should have a QCA Level 4 qualification and strong communication skills. This position offers a competitive salary range of £80,000 - £90,000.

Qualifications

• Experience in financial advisory roles preferred.
• Strong analytical and report writing skills.
• Ability to work independently and in a team.

Responsibilities

• Meet clients to provide financial planning.
• Generate new business through existing and self-generated leads.
• Prepare comprehensive recommendation reports.

Skills

Financial planning

Client relationship management

Business development

Communication skills

Education

QCA Level 4 or equivalent

Job description

Type of Position: Chartered Financial Adviser - London
Pay: £80,000 - £90,000

Chartered Financial Adviser - 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.

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
• Experienced in working with professional introducers
• Achievement of QCA Level 4 Minimum – Essential

We are an equal opportunities employer and welcome applications from all qualified candidates.