Financial Planner jobs in United States
Chartered Financial Adviser: Private Client Planning Expert
Artemis Recruitment Consultants Ltd
INDEPENDENT FINANCIAL ADVISER - NEWPORT
Artemis Recruitment Consultants Ltd
Independent Financial Adviser — Flexible Path to Chartered Status
Artemis Recruitment Consultants Ltd
INDEPENDENT FINANCIAL ADVISER - CHEPSTOW
Artemis Recruitment Consultants Ltd
INDEPENDENT FINANCIAL ADVISER - SAFFRON WALDEN
Artemis Recruitment Consultants Ltd
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INDEPENDENT FINANCIAL ADVISER - CHELMSFORD
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INDEPENDENT FINANCIAL ADVISER - ABERYSTWYTH
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Premier Jobs UK Limited
Client Services Financial Advisor – Retirement & Cashflow
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Financial Advisor
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Independent Financial Adviser - Self-employed
IDEX Consulting
Independent Financial Adviser – Hybrid, High-Impact Wealth
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Financial Consultant - R&D Tax Credits
GrantTree
Director of Corporate Advisory (Financial Planning)
Titan Wealth Holdings Limited
Financial Planner - London
Independent Resourcing Consultancy Ltd
Chartered Financial Adviser: Private Client Planning Expert
Job summary
A leading recruitment agency is seeking a Chartered Financial Adviser to join their team in Greater London. The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. Candidates should have a minimum achievement of QCA Level 4 and strong communication skills. This is an excellent opportunity for those looking to leverage their expertise in financial services.
Qualifications
- Achievement of QCA Level 4 Minimum is essential.
- Strong written and verbal communication skills.
- Ability to work largely unsupervised while contributing to team goals.
Responsibilities
- Comply with FCA rules and guidance.
- Proactively generate new business opportunities.
- Prepare full and complete recommendation reports.
- Maintain and develop client relations.
- Ensure revenue targets are met and work is compliant.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.