Financial Planner - Chester

Artemis Recruitment Consultants Ltd; Chester; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company is looking for a Qualified Financial Planner in Chester. The role involves meeting clients for financial planning and generating business opportunities while ensuring compliance with FCA rules. Candidates should have experience in advising and possess their CAS status.

Qualifications

• Qualified Financial Planner with at least 1-2 years advising experience.
• CAS status is required.
• Experience working with professional introducers is advantageous.

Responsibilities

• Meet clients to provide financial planning.
• Generate new business opportunities.
• Prepare recommendation reports with the support of the ParaPlanning team.

Skills

Strong written and verbal communication skills

Research, analysis, and interpretation

Ability to work largely unsupervised

Education

Achievement of QCA Level 4 Minimum

Job description

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18/10/2023

Type of Position: Financial Planner - Chester
Pay: Self-Employed Package

Our client is looking for a Qualified Financial Planner 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. This will be a self-employed opportunity, but you will receive a guaranteed income from when you start the position. You will be given a client bank from the practice, so this position will suit a candidate with at least 1-2 years within advising and has achieved their CAS status.

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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