Chartered Financial Planner - Merseyside

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

Job summary

A leading financial services firm seeks a Chartered Financial Planner in Merseyside to provide tailored financial planning services. This role involves client relationship management and business generation in compliance with FCA regulations. Ideal candidates will possess strong analytical and communication skills and hold QCA Level 4. Competitive salary package offered.

Qualifications

• Strong written and verbal communication skills.
• Ability to work independently while contributing to team goals.
• Experience working with professional introducers.

Responsibilities

• Comply with FCA rules and company procedures.
• Generate new business through existing clients and leads.
• Prepare comprehensive recommendation reports.

Skills

Research

Analysis

Report Writing

Communication

Education

Achievement of QCA Level 4

Job description

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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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