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- Tasks: Meet clients to provide tailored financial planning and generate income for the company.
- Company: Join a leading financial advisory firm in the heart of Canary Wharf.
- Benefits: Enjoy a competitive salary of £60k and opportunities for professional growth.
- Why this job: Be part of a dynamic team, making a real impact on clients' financial futures.
- Qualifications: Must have QCA Level 4; 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 43200 - 72000 £ 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 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.
- Prepare full and complete recommendation reports, with the support of the ParaPlanning team.
- Maintain and develop client relations, maximizing their potential and accurately input information into the CRM system in a timely manner.
- Ensure all revenue targets are met and work is completed in a compliant manner that meets the company’s quality standards.
- Adhere fully to the company\’s Private Client Proposition.
- Work in a team environment.
- Demonstrate commitment to the team by responding to referrals within the agreed SLA.
- 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.
- Experience working with professional introducers.
- Achievement of QCA Level 4 Minimum – Essential.
- Working toward QCA Level 6 – Desired.
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Chartered Financial Adviser (SJP) - London, Canary Wharf employer: Artemis Recruitment Consultants Ltd
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
Familiarize 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 existing Chartered Financial Advisers and professionals in the industry. Attend relevant events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 3
Showcase your ability to generate new business opportunities by preparing examples of how you've successfully done this in the past. Be ready to discuss your strategies for client acquisition and retention.
✨Tip Number 4
Highlight your experience with CRM systems during discussions. Being proficient in managing client information and maintaining relationships through technology is crucial for this role.
We think you need these skills to ace Chartered Financial Adviser (SJP) - London, Canary Wharf
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Chartered Financial Adviser position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial planning, client management, and compliance with FCA rules. Use specific examples to demonstrate your skills in research, analysis, and report writing.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, ensure that your application is well-written and free of errors. Consider including a brief example of how you've effectively communicated with clients in the past.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific requirements of the job. Mention your commitment to maintaining client relations and achieving revenue targets, aligning your goals with those of the company.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Understand the FCA Regulations
Make sure you are well-versed in the FCA rules and guidance. This knowledge will not only help you answer questions confidently but also demonstrate your commitment to compliance, which is crucial for a Chartered Financial Adviser.
✨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 aligns with the key responsibilities of the role.
✨Demonstrate Team Collaboration
Be ready to discuss how you work within a team environment. Share experiences 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 your approach to preparing recommendation reports and handling client affairs.
