Chartered Financial Adviser
Our client is looking for a Chartered Financial Adviser to join their team. The role involves meeting with clients and prospective clients to provide financial planning in accordance with company propositions, generating compliant initial and ongoing income for the company.
Key Responsibilities
- Comply with FCA rules and guidance and Compliance and T&C procedures
- Proactively generate new business opportunities using existing clients, leads and self-generated opportunities
- Prepare full and complete recommendation reports, with support from the Paraplanning team
- Maintain and develop client relations, accurately inputting information into the CRM system
- Adhere fully to the company's Private Client Proposition
Experience
- Research, analysis and interpretation, file preparation and report writing
- Strong written and verbal communication skills
- Regulated sales and client management experience
- Achievement of QCA Level 4 minimum, working toward QCA Level 6 desired
Chartered Financial Adviser employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
