Wealth Planner

Artemis Clarke Ltd; Peene; On-site; GBP 35,000 - 55,000; Full time

Job summary

Artemis Clarke Ltd seeks a Wealth Planner to join their Kent-based team near Faversham. You will meet with clients to provide financial planning aligned with company propositions and to generate compliant initial and ongoing income.

Key responsibilities include FCA compliance, developing new business from existing clients and referrals, preparing recommendation reports with Paraplanning support, and maintaining CRM records to support revenue targets in a collaborative, SLA-driven environment.

Qualifications

• Strong written and verbal communication skills.
• Ability to work largely unsupervised while contributing to team goals.
• Regulated sales and client management experience.

Responsibilities

• Meet with clients to provide financial planning aligned with company propositions.
• Proactively generate new business opportunities with existing clients and leads.
• Prepare full recommendation reports with Paraplanning support.
• Maintain client relationships and input data into the CRM system.
• Ensure revenue targets are met within FCA/Compliance guidelines.

Skills

Communication skills

CRM experience

Client management

Report writing

Education

QCA Level 4 minimum

Pursuing QCA Level 6

Tools

CRM system

Job description

Wealth Planner

Our client is looking for a Wealth Planner to join their team based near Faversham, Kent. 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

• 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
• Prepare full and complete recommendation reports, with the support of the Paraplanning team
• Maintain and develop client relations, maximising their potential and accurately input information into the CRM system in a timely manner
• Ensure all revenue targets are met and work is completed in a compliant manner meeting the company's quality standards
• Work in a team environment and respond to referrals within the agreed SLA

The Candidate

• Research, analysis and interpretation, file preparation, and report writing
• Strong written and verbal communication skills
• Ability to work largely unsupervised while contributing to team goals
• Regulated sales and client management experience
• Achievement of QCA Level 4 minimum, working toward QCA Level 6 desired

If you are interested in this position, please email your CV to [e-mail]