Chartered Financial Adviser: Private Client Planning Expert

Artemis Recruitment Consultants Ltd; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment agency is seeking a Chartered Financial Adviser to join their team in Greater London. The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. Candidates should have a minimum achievement of QCA Level 4 and strong communication skills. This is an excellent opportunity for those looking to leverage their expertise in financial services.

Qualifications

• Achievement of QCA Level 4 Minimum is essential.
• Strong written and verbal communication skills.
• Ability to work largely unsupervised while contributing to team goals.

Responsibilities

• Comply with FCA rules and guidance.
• Proactively generate new business opportunities.
• Prepare full and complete recommendation reports.
• Maintain and develop client relations.
• Ensure revenue targets are met and work is compliant.

Job description

A leading recruitment agency is seeking a Chartered Financial Adviser to join their team in Greater London. The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. Candidates should have a minimum achievement of QCA Level 4 and strong communication skills. This is an excellent opportunity for those looking to leverage their expertise in financial services.