Chartered Financial Planner - Cumbria

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

Job summary

A leading financial services company is looking for a Chartered Financial Planner in Cumbria to provide exceptional financial planning services. In this client-facing role, you will ensure compliance, build and maintain client relationships, and generate business opportunities within a dynamic team environment. The ideal candidate will possess a QCA Level 4 qualification and demonstrate strong communication skills, essential for fostering long-term client satisfaction.

Qualifications

• Proven skills in research, analysis, and report preparation.
• Strong written and verbal communication abilities.
• Must work independently and as part of a team.

Responsibilities

• Ensure compliance with FCA rules and company policies.
• Generate new business through existing and new clients.
• Prepare comprehensive recommendation reports.

Skills

Research

Analysis

Report Writing

Communication

Independence

Teamwork

Education

QCA Level 4 qualification

Job description

Type of Position: Chartered Financial Planner - Cumbria

Pay: £50k - £70k

Chartered Financial Planner - Cumbria

Our client is seeking a Private Client Advisor to join their team. The role involves meeting with clients and prospective clients to provide financial planning services aligned with the company's propositions, aiming to generate compliant initial and ongoing income for the company.

Key Responsibilities:

• Ensure compliance with FCA rules, guidance, and company policies.
• Proactively generate new business through existing clients, provided leads, and self-initiated opportunities.
• Handle client affairs with integrity and efficiency.
• Prepare comprehensive recommendation reports with support from the ParaPlanning team.
• Maintain and develop client relationships, maximizing their potential, and accurately input information into the CRM system promptly.
• Meet revenue targets while ensuring work is compliant and meets quality standards.
• Adhere to the company's Private Client Proposition.
• Work effectively within a team environment.
• Respond to referrals within the agreed SLA, demonstrating team commitment.
• Maintain appropriate Continuing Professional Development (CPD).

Preferred Experience:

• Research, analysis, interpretation, report writing, and file preparation.
• Strong written and verbal communication skills.
• Ability to work independently while contributing to team goals.
• Experience working with professional introducers.
• Minimum QCA Level 4 qualification – Essential.

If you agree to be contacted about our products and services, please opt in by ticking the box. More information about how we handle your data in accordance with GDPR can be found in our Privacy Policy.