Financial Planner (Chartered or working towards) - Cheshire

Artemis Recruitment Consultants Ltd; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment consultancy is seeking a Financial Planner to join a client team in Cheshire. The role involves providing financial planning services, managing client relationships, and ensuring compliance with regulatory standards. Candidates should have a minimum QCA Level 4 qualification and strong analytical and communication skills.

Qualifications

• Minimum QCA Level 4 qualification essential.
• Experience with professional introducers preferred.

Responsibilities

• Comply with FCA rules and company procedures.
• Proactively generate new business.
• Prepare comprehensive recommendation reports.

Skills

Analytical Skills

Communication Skills

Integrity

Education

QCA Level 4 qualification

Job description

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23/06/2023

Position: Financial Planner (Chartered or working towards) - Cheshire

Salary: £50k - £70k

Our client is seeking a Private Client Advisor to join their team. The role involves meeting with clients and prospective clients to provide financial planning in line with company propositions, aiming to generate compliant initial and ongoing income for the firm.

Key Responsibilities:

• Comply with FCA rules, guidance, and company procedures.
• Proactively generate new business through existing clients, company 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, ensure work is compliant, and uphold the company's quality standards.
• Adhere fully to the company's Private Client Proposition.
• Work collaboratively within a team environment.
• Respond to referrals within the agreed SLA, demonstrating team commitment.
• Maintain appropriate CPD commitments.

Preferred Experience:

• Research, analysis, report writing, and file preparation.
• Strong communication skills, both written and verbal.
• Ability to work independently while contributing to team goals.
• Experience working with professional introducers.
• Minimum QCA Level 4 qualification – Essential.

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