At a Glance
- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Dynamic wealth planning firm based near Faversham, Kent.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth in a collaborative and innovative team.
- Why this job: Make a real difference in clients' lives while building your career in finance.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 49500 - 60500 £ per year.
Our client is looking for a Wealth Planner to join their team based near Faversham, Kent. 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.
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.
Financial Adviser in Kent employer: Artemis Recruitment Consultants Ltd
Join a well-established IFA Firm in Hampshire, where you will thrive in a supportive and collaborative work culture that values flexibility and effective communication. As an Operations Manager, you will benefit from opportunities for professional growth and development within the Financial Services industry, while enjoying a rewarding role that directly impacts client satisfaction and team success.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
