Financial Planner (Chartered or working towards) - Lancashire

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

Job summary

Une société de conseil en finances recherche un Financial Planner (Chartered ou en formation) pour rejoindre son équipe en Lancashire. Vous serez responsable de la planification financière pour des clients privés, en respectant les normes de conformité et en développant des relations solides avec les clients. Ce rôle exige des compétences en recherche, analyse, et communication, ainsi qu'un minimum de qualification QCA Niveau 4.

Qualifications

• Compétences requises : recherche, analyse, rédaction de rapports.
• Capacité à travailler de manière autonome tout en contribuant aux objectifs de l'équipe.

Responsibilities

• Assurer la conformité avec les règles et procédures de la FCA.
• Générer de nouvelles affaires grâce aux clients existants et aux opportunités auto-initées.
• Maintenir et développer des relations clients.

Skills

Research

Analysis

Report writing

Communication

Teamwork

Education

QCA Level 4 qualification

Job description

Type of Position: Financial Planner (Chartered or working towards) - Lancashire
Pay: £50k - £70k

Financial Planner (Chartered or working towards) - Lancashire

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 services aligned with company propositions, aiming to generate compliant initial and ongoing income for the firm.

Key Responsibilities:

• Ensure compliance with FCA rules, guidance, and company procedures.
• Proactively generate new business through existing clients, provided leads, and self-initiated 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 accurately input data into the CRM system promptly.
• Meet revenue targets and ensure work is completed compliantly and to quality standards.
• Fully 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 Continuing Professional Development (CPD).

Preferred Experience:

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

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