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- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Join a leading financial advisory firm in the heart of Canary Wharf.
- Benefits: Enjoy a competitive salary of £60k and opportunities for professional development.
- Why this job: Be part of a dynamic team, making a real impact on clients' financial futures.
- Qualifications: QCA Level 4 is essential; experience in client management and regulated sales is a plus.
- Other info: Work in a supportive environment with a focus on compliance and quality standards.
The predicted salary is between 36000 - 60000 £ per year.
Type of Position: Chartered Financial Adviser (SJP) – London, Canary Wharf
Pay: £60k
Reference: CanaryWharf2
Chartered Financial Adviser (SJP) – London, Canary Wharf
Our client is looking for a Chartered Financial Adviser 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.
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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Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Adviser (SJP) - London, Canary Wharf
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already Chartered Financial Advisers. Attend industry events or seminars in London, particularly around Canary Wharf, to make connections that could lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance requirements. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to maintaining high standards in your practice.
✨Tip Number 3
Consider reaching out to current employees at the company for informational interviews. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 4
Prepare to discuss your client management strategies and how you've successfully generated new business in the past. Be ready to share specific examples that highlight your skills in building and maintaining client relationships.
We think you need these skills to ace Chartered Financial Adviser (SJP) - London, Canary Wharf
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Chartered Financial Adviser. Familiarise yourself with the FCA rules and compliance procedures mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in financial planning, client management, and report writing. Make sure to include any regulated sales experience and your qualifications, especially if you have QCA Level 4 or are working towards Level 6.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and how your skills align with the company's goals. Mention specific examples of how you've successfully generated new business opportunities or maintained client relationships.
Proofread Your Application: Ensure that your application is free from spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Regulations
Familiarise yourself with FCA rules and guidance, as well as the company's compliance procedures. Being able to discuss these regulations confidently will demonstrate your understanding of the industry and your commitment to ethical practices.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to generate new business opportunities and maintain client satisfaction, as this is crucial for the role.
✨Demonstrate Team Collaboration
Be ready to discuss your experience working in a team environment. Share specific instances where you contributed to team goals or responded to referrals, showcasing your commitment to teamwork and collaboration.
✨Prepare for Technical Questions
Expect questions related to financial planning, report writing, and analysis. Brush up on your technical knowledge and be prepared to discuss how you would approach preparing recommendation reports and using CRM systems effectively.
