Chartered Financial Planner - Hampton Wick, London

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

Job summary

A leading recruitment firm is seeking a Chartered Financial Planner in Hampton Wick, London. This role involves managing a large client portfolio, ensuring compliance with regulations, and achieving revenue targets. Ideal candidates will have QCA Level 4, strong analytical and communication skills, and a committed approach to client relations.

Qualifications

• Experience in regulated sales is preferred.
• Strong written and verbal communication skills are essential.
• Ability to work unsupervised while contributing to team goals.

Responsibilities

• Meet with clients to provide financial planning according to company propositions.
• Generate business opportunities through existing clients and leads.
• Prepare full recommendation reports with ParaPlanning support.

Skills

Research

Analysis

Report Writing

Verbal Communication

Client Management

Education

QCA Level 4

Working toward QCA Level 6

Job description

Type of Position: Chartered Financial Planner - Hampton Wick, London
Pay: £70k

Chartered Financial Planner - Hampton Wick, London

Our client is looking for a Chartered Financial Planner 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.

You will be taking over a large client portfolio, so bringing over your own clients is not a necessity. Our client operates out of two offices, one near Kingston upon Thames and one in Central London. For this position, client meetings can be held at either office so the ability to travel between the two is essential.

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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