Artemis Clarke Ltd is seeking a Chartered Financial Adviser to join our team. The role involves meeting with clients and prospective clients to provide financial planning in line with our propositions, and generating compliant initial and ongoing income for the company.
Key responsibilities include complying with FCA rules, proactively generating new business, preparing recommendation reports with Paraplanning support, maintaining client relations in the CRM, and adhering to the Private Client
#J-18808-LjbffrChartered Financial Planner for Private Clients 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.
