Chartered Financial Planner - Nottingham

Artemis Recruitment Consultants Ltd; Nottingham; On-site; GBP 70,000 - 81,000; Full time

Job summary

A leading consultancy in Nottingham seeks a Chartered Financial Planner with expertise in client relations and financial guidance. The role demands proactive business generation and compliance with regulation while working towards QCA qualifications. Successful candidates will demonstrate strong analytical skills and effective communication.

Qualifications

• Experience in file preparation and report writing is advantageous.
• Regulated sales experience needed.
• Ability to work largely unsupervised.

Responsibilities

• Meet with clients to provide financial planning.
• Generate new business opportunities.
• Prepare full recommendation reports.

Skills

Research

Analysis

Written Communication

Verbal Communication

Client Management

Sales

Education

QCA Level 4

Working toward QCA Level 6

Job description

Type of Position: Chartered Financial Planner - Nottingham
Pay: £70k
Reference: Nottingham1

Chartered Financial Planner - Nottingham

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.

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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