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Chartered Financial Adviser (SJP) - London, Canary Wharf

Artemis Recruitment Consultants Ltd

London

On-site

GBP 60,000

Full time

30+ days ago

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An established industry player seeks a Chartered Financial Adviser to join their dynamic team in London. This role involves meeting clients to provide tailored financial planning, ensuring compliance with FCA regulations, and generating new business opportunities. You will prepare comprehensive recommendation reports and maintain strong client relationships, all while adhering to the company's high-quality standards. If you have a passion for finance and client management, this is a fantastic opportunity to advance your career in a supportive and growth-oriented environment.

Experience in financial planning and compliance with FCA rules.
Strong communication skills and client management experience.

Meet clients to provide financial planning and generate income.
Prepare recommendation reports and maintain client relations.

Written Communication

Verbal Communication

Client Management

Research and Analysis

Regulated Sales Experience

QCA Level 4 Minimum

Working toward QCA Level 6

CRM System

Type of Position: Chartered Financial Adviser (SJP) - London, Canary Wharf
Pay: £60k
Reference: CanaryWharf2

Chartered Financial Adviser (SJP) - London, Canary Wharf

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises 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.
Prepare full and complete recommendation reports, with the support of the ParaPlanning team.
Maintain and develop client relations, maximizing their potential and accurately input information into the CRM system in a timely manner.
Ensure all revenue targets are met and work is completed in a compliant manner that meets the company’s quality standards.
Adhere fully to the company's Private Client Proposition.
Work in a team environment.
Demonstrate commitment to the team by responding to referrals within the agreed SLA.
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.
Experience working with professional introducers.
Achievement of QCA Level 4 Minimum – Essential.
Working toward QCA Level 6 - Desired.

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