Wealth Planner: Client-Centric Financial Strategy

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

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.