Financial Planner

Artemis Clarke Ltd; Winscombe; On-site; GBP 40,000 - 56,000; Full time

Job summary

Artemis Clarke Ltd in Somerset is looking for a Financial Planner to meet with clients and prospective clients, delivering compliant financial planning aligned with company propositions and generating ongoing income for the business.

The role involves supporting the Paraplanning team to prepare robust recommendation reports, maintaining strong client relationships, and ensuring CRM data is accurate and up to date. A proactive approach to business development is essential.

Qualifications

• Proven ability to analyse information, prepare reports and present findings clearly
• Excellent written and verbal communication with clients and colleagues
• Experience with regulated sales and client management practices
• Progress toward higher QCA levels is desirable

Responsibilities

• Comply with FCA rules and guidance and Compliance and T&C procedures
• Proactively generate new business opportunities using existing clients, leads and self-generated opportunities
• Prepare full and complete recommendation reports, with support from the Paraplanning team
• Maintain and develop client relations, accurately inputting information into the CRM system
• Adhere fully to the company's Private Client Proposition

Skills

Analytical skills

Communication skills

Regulatory compliance experience

Client relationship management

Education

QCA Level 4

QCA Level 6

Tools

CRM software

Job description

Financial Planner

Our client is looking for a Financial Planner to join their team in Somerset. The role involves meeting with clients and prospective clients to provide financial planning in accordance with company propositions, generating compliant initial and ongoing income for the company.

Key Responsibilities

• Comply with FCA rules and guidance and Compliance and T&C procedures
• Proactively generate new business opportunities using existing clients, leads and self-generated opportunities
• Prepare full and complete recommendation reports, with support from the Paraplanning team
• Maintain and develop client relations, accurately inputting information into the CRM system
• Adhere fully to the company's Private Client Proposition

Experience

• Research, analysis and interpretation, file preparation and report writing
• Strong written and verbal communication skills
• Regulated sales and client management experience
• Achievement of QCA Level 4 minimum, working toward QCA Level 6 desired