Financial Planner (Chartered or working towards) - Kent

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

Job summary

A leading recruitment consultancy is seeking a Financial Planner (Chartered or working towards) in Kent. The successful candidate will engage with clients, ensure compliance with FCA rules, and actively develop new business. This role requires a commitment to maintaining strong client relationships and achieving revenue targets, perfect for those with a strong foundation in financial advice and a QCA Level 4 qualification.

Qualifications

• Experience with professional introducers is beneficial.
• Strong written and verbal communication skills required.
• Ability to work independently while contributing to team goals.

Responsibilities

• Meet clients to provide financial planning in line with company propositions.
• Generate new business through existing clients and leads.
• Prepare comprehensive recommendation reports with ParaPlanning support.

Skills

Research

Analysis

Report Writing

Communication

Independence

Education

QCA Level 4 or higher

Job description

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15/09/2023

Financial Planner (Chartered or working towards) - Kent

Our client is looking for a Private Client Advisor to join their team. The role involves meeting with clients and prospective clients to provide financial planning in accordance 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, 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 accurately into the CRM system promptly.
• Meet revenue targets, ensure work is compliant, and uphold quality standards.
• Adhere 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 while contributing to team goals.
• Experience working with professional introducers.
• Achievement of QCA Level 4 or higher – Essential.

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