Financial Planner (Chartered or working towards) - Merseyside

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

Job summary

A leading recruitment consultancy is seeking a Financial Planner to join their team in Merseyside. The successful candidate will provide financial planning services, ensuring compliance with regulations while meeting client needs. This role offers a competitive salary and the opportunity to work within a professional and supportive team environment, emphasizing integrity and client relations. Experience in research and analysis, along with QCA Level 4 qualifications, will be highly advantageous.

Qualifications

• QCA Level 4 Minimum required.
• Strong written and verbal communication skills.
• Ability to work largely unsupervised.

Responsibilities

• Comply with FCA rules and guidance.
• Proactively generate new business opportunities.
• Prepare complete recommendation reports.

Skills

Communication

Analysis

Integrity

Teamwork

Client Relations

Education

QCA Level 4

Job description

Financial Planner (Chartered or working towards) - Merseyside

Artemis Recruitment Consultants Ltd

Liverpool City Region

GBP 50,000 - 70,000

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Merseyside

23/06/2023

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

Financial Planner (Chartered or working towards) - Merseyside

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of 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.
• To prepare full and complete recommendation reports, with the support of ParaPlanning team
• To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
• To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
• To adhere fully to the company's Private Client Proposition
• To work in a team environment
• To demonstrate commitment to the team by responding to referrals within the agreed SLA.
• To 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
• Experienced in working with professional introducers
• Achievement of QCA Level 4 Minimum – Essential

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Merseyside

23/06/2023

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

Financial Planner (Chartered or working towards) - Merseyside

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of 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.
• To prepare full and complete recommendation reports, with the support of ParaPlanning team
• To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
• To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
• To adhere fully to the company's Private Client Proposition
• To work in a team environment
• To demonstrate commitment to the team by responding to referrals within the agreed SLA.
• To 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
• Experienced in working with professional introducers
• Achievement of QCA Level 4 Minimum – Essential

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