WEALTH PLANNER - KENT

Artemis Recruitment Consultants Ltd; Faversham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy is seeking a Wealth Planner in Faversham to provide financial planning and expand client relations. Responsibilities include compliance with regulations and generating new business. Ideal candidates will have QCA Level 4 and experience in client management. This role offers professional growth within a supportive team environment.

Qualifications

• Proven experience in client management and regulated sales.
• Ability to work largely unsupervised while contributing to team objectives.
• Experience with professional introducers is an advantage.

Responsibilities

• Comply with FCA rules and procedures.
• Generate new business opportunities and manage client affairs with integrity.
• Prepare comprehensive recommendation reports.

Skills

Financial planning

Client relationship management

Strong written and verbal communication skills

Research and analysis

Education

Achievement of QCA Level 4 Minimum

Working toward QCA Level 6

Job description

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

• 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.
• Regulated sales experience.
• Client management experience.Experienced in working with professional introducers.
• Achievement of QCA Level 4 Minimum – Essential.
• Working toward QCA Level 6 - Desired.

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