Chartered Financial Planner - Merseyside

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

Job summary

A leading recruitment consultancy seeks a Chartered Financial Planner in Merseyside to provide financial planning services and foster client relationships. The successful candidate will comply with FCA standards and work within a team to achieve revenue targets while ensuring quality and compliance in client interactions.

Qualifications

• Achieved QCA Level 4 minimum – essential.
• Experience working with professional introducers.
• Ability to work independently while contributing to team goals.

Responsibilities

• Comply with FCA rules, guidance, and company procedures.
• Proactively generate new business through existing clients.
• Prepare comprehensive recommendation reports with support from the ParaPlanning team.

Skills

Research

Analysis

Strong communication skills

Integrity

Education

QCA Level 4

Job description

Chartered Financial Planner - Merseyside

Artemis Recruitment Consultants Ltd

Liverpool City Region

GBP 50,000 - 70,000

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23/06/2023

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

Chartered Financial Planner - Merseyside

Our client is looking for a Private Client Advisor to join their team. The job involves meeting with clients and prospective clients to provide financial planning services in line with company propositions, aiming to generate compliant initial and ongoing income for the company.

Key Responsibilities:

• Comply with FCA rules, guidance, and company procedures.
• Proactively generate new business through existing clients, provided leads, and self-generated 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 input information accurately into the CRM system promptly.
• Meet revenue targets and ensure work is completed compliantly and to quality standards.
• Adhere fully to the company's Private Client Proposition.
• Work effectively within a team environment.
• Respond to referrals within the agreed SLA to demonstrate team commitment.
• Maintain appropriate 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.
• Achievement of QCA Level 4 minimum – essential.

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