Artemis Clarke Ltd seeks a Wealth Planner to join their Kent-based team near Faversham. You will meet with clients to provide financial planning aligned with company propositions and to generate compliant initial and ongoing income.
Key responsibilities include FCA compliance, developing new business from existing clients and referrals, preparing recommendation reports with Paraplanning support, and maintaining CRM records to support revenue targets in a collaborative, SLA-driven environment.
#J-18808-LjbffrWealth Planner: Client-Centric Financial Strategy 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.
