Chartered Financial Planner - Nottingham

Artemis Recruitment Consultants; Nottingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial sector is seeking a Chartered Financial Planner to enhance their team in Nottingham. The role involves engaging with clients for financial planning and ensuring compliance with regulations while contributing to team goals and maintaining high-quality standards.

Qualifications

• Experience in regulated sales is essential.
• Strong written and verbal communication skills are a must.
• Ability to work independently and as part of a team.

Responsibilities

• Generate new business through existing clients and self-generated opportunities.
• Prepare comprehensive recommendation reports with support from the ParaPlanning team.
• Maintain and develop client relationships to maximize their potential.

Skills

Research

Analysis

Report Writing

Client Management

Communication

Education

Achievement of QCA Level 4

Working toward QCA Level 6

Job description

Social network you want to login/join with:

Chartered Financial Planner - Nottingham, Nottingham

Location: Nottingham, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

8d0536a73d6f

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

Chartered Financial Planner - Nottingham

Our client is seeking a Chartered Financial Planner to join their team. The role involves meeting with clients and prospective clients to provide financial planning aligned 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, maximize their potential, and input information into the CRM system promptly.
• Meet revenue targets, ensure work is compliant, and uphold quality standards.
• Adhere fully to the company's Private Client Proposition.
• Work effectively within a team environment.
• Respond to referrals within the agreed SLA, demonstrating team commitment.
• Maintain appropriate CPD.

Preferred Experience:

• Research, analysis, report writing, and file preparation.
• Strong written and verbal communication skills.
• Ability to work independently and contribute to team goals.
• Regulated sales experience.
• Client management experience.
• Experience working with professional introducers.
• Achievement of QCA Level 4 – Essential.
• Working toward QCA Level 6 – Desired.