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- Tasks: Meet clients to provide tailored financial planning and manage a large client portfolio.
- Company: Join a reputable firm with offices in Kingston upon Thames and Central London.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while developing your career in finance.
- Qualifications: QCA Level 4 is essential; experience in client management and regulated sales is a plus.
- Other info: Travel between offices is required for client meetings.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Chartered Financial Planner 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. You will be taking over a large client portfolio, so bringing over your own clients is not a necessity. Our client operates out of two offices, one near Kingston upon Thames and one in Central London. For this position, client meetings can be held at either office so the ability to travel between the two is essential.
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.
Chartered Financial Planner employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Familiarise yourself with the FCA rules and guidance, as well as the company's compliance procedures. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to industry standards.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience with client management and regulated sales. Building relationships can lead to valuable insights and potential referrals that may benefit your application.
✨Tip Number 3
Prepare to discuss your approach to generating new business opportunities during interviews. Highlight any successful strategies you've used in the past, as this will show your proactive mindset and ability to contribute to the company's growth.
✨Tip Number 4
Be ready to demonstrate your teamwork skills and how you’ve effectively collaborated with others in previous roles. Since this position requires working in a team environment, showcasing your ability to respond to referrals and support colleagues will be crucial.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, client management, and compliance. Emphasise any regulated sales experience and your qualifications, particularly QCA Level 4 or progress towards Level 6.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Chartered Financial Planner role. Mention how your skills align with the company's needs, particularly in generating new business opportunities and maintaining client relations.
Showcase Your Communication Skills: Since strong written and verbal communication skills are essential, ensure your application is clear, concise, and free of errors. Use professional language and structure your documents logically.
Highlight Your Teamwork Experience: Discuss your ability to work in a team environment. Provide examples of how you've contributed to team goals or responded to referrals, as this will demonstrate your commitment to collaboration.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Regulations
Familiarise yourself with FCA rules and guidance, as well as the company's compliance procedures. Being able to discuss these confidently will show your commitment to maintaining high standards in financial planning.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to maintain and develop these relationships, as this is crucial for maximising client potential.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with research, analysis, and report writing. Providing specific examples of how you've prepared recommendation reports will demonstrate your capability in this area.
✨Emphasise Team Collaboration
Since the role involves working in a team environment, be prepared to talk about your experiences collaborating with others. Share instances where you contributed to team goals or responded to referrals effectively.
