Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Dynamic financial advisory firm in London with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: QCA Level 4 minimum and strong communication skills required.
- Other info: Join a team that values integrity and offers excellent career growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Chartered Financial Adviser to join their team. 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, 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.
- Experienced in working with professional introducers.
- Achievement of QCA Level 4 Minimum – Essential.
CHARTERED FINANCIAL ADVISER - LONDON 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 - LONDON
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet with potential employers or clients, make sure you can clearly articulate your value as a Chartered Financial Adviser. Prepare a short, engaging summary of your experience and what you bring to the table.
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone about a job opportunity, drop them a quick email thanking them for their time and reiterating your interest. It shows initiative and keeps you fresh in their mind.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, we’re here to support you every step of the way!
We think you need these skills to ace CHARTERED FINANCIAL ADVISER - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Adviser role. Highlight relevant experience and skills that match the job description, like your ability to generate new business opportunities and your strong communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your commitment to compliance and client relations, and how you can contribute to the team’s success.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've met revenue targets or improved client relationships in previous roles to demonstrate your value.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around FCA rules and compliance. Be ready to discuss how you've applied this in past roles or how you would approach client situations.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships. Think about specific instances where you maximised client potential or turned a lead into a loyal client.
✨Demonstrate Team Spirit
Since teamwork is key, be ready to share experiences where you collaborated with others to achieve goals. Highlight how you respond to referrals and contribute to team objectives.
✨Practice Your Report Writing
As report writing is crucial for this role, consider preparing a mock recommendation report. This will not only help you articulate your thoughts clearly but also show your attention to detail during the interview.
