Chartered Financial Planner - Lancashire

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

Job summary

A leading company in financial planning seeks a Chartered Financial Planner in Lancashire. The position involves meeting clients, generating ongoing income, and ensuring compliance with FCA rules. Ideal candidates will demonstrate strong analytical skills, excellent communication abilities, and a commitment to client care. Opportunities for growth exist as part of a supportive, goal-oriented team.

Qualifications

• Strong written and verbal communication skills.
• Ability to work largely unsupervised.
• Experience with professional introducers.

Responsibilities

• Prepare recommendation reports with support from the ParaPlanning team.
• Generate new business from existing clients and leads.
• Maintain client relations and input data into CRM.

Skills

Research

Analytical Skills

Report Writing

Communication Skills

Client Relationship Management

Education

QCA Level 4 Minimum

Job description

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23/06/2023

Type of Position: Chartered Financial Planner - Lancashire
Pay: £50k - £70k

Our client is looking for a Private Client Advisor 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

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