Chartered Financial Adviser (SJP) - London, Canary Wharf

Artemis Recruitment Consultants Ltd; London; On-site; GBP 60,000 - 70,000; Full time

Job summary

A leading recruitment consultancy is seeking a Chartered Financial Adviser in London, Canary Wharf. The successful candidate will be responsible for providing comprehensive financial planning services, ensuring compliance with FCA standards, and fostering client relationships. Ideal candidates should have experience in regulated sales and possess QCA Level 4 qualifications.

Qualifications

• Experience in research, analysis, and report writing is advantageous.
• Strong communication skills required.
• Regulated sales and client management experience valued.

Responsibilities

• Comply with FCA rules and guidance.
• Generate new business opportunities.
• Prepare recommendation reports with support.
• Develop client relations and meet revenue targets.

Skills

Research

Analysis

Report Writing

Communication

Client Management

Sales Experience

Education

QCA Level 4 Minimum

QCA Level 6 (Desired)

Job description

Type of Position: Chartered Financial Adviser (SJP) - London, Canary Wharf
Pay: £60k
Reference: CanaryWharf2

Chartered Financial Adviser (SJP) - London, Canary Wharf

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
- 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

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