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- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Dynamic financial planning firm based in London with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: QCA Level 4 minimum; strong communication and client management skills required.
- Other info: Opportunity for career advancement and ongoing professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Chartered Financial Planner to join their team in London. 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 the 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.
- Regulated sales experience.
- Client management experience.
- Experienced in working with professional introducers.
- Achievement of QCA Level 4 Minimum – Essential.
- Working toward QCA Level 6 - Desired.
CHARTERED FINANCIAL PLANNER - 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 PLANNER - LONDON
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Chartered Financial Planner role.
✨Tip Number 2
Practice your pitch! When you meet potential clients or employers, be ready to explain how you can help them achieve their financial goals. Keep it clear, concise, and focused on their needs.
✨Tip Number 3
Follow up! After meeting someone, drop them a quick email or message to thank them for their time and reiterate your interest. It shows you're proactive and keen, which is exactly what companies want.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, we love seeing familiar faces in our applications!
We think you need these skills to ace CHARTERED FINANCIAL PLANNER - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your relevant experience, especially in client management and financial planning, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter should tell us why you want to join our team in London. Share your passion for financial planning and how you can contribute to generating new business opportunities while adhering to compliance standards.
Showcase Your Communication Skills: Since strong written and verbal communication skills are key, make sure your application reflects this. Use clear and concise language, and don’t shy away from demonstrating your ability to prepare recommendation reports.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you’re well-versed in financial planning principles and the FCA rules. Brush up on your knowledge of compliance and T&C procedures, as these will likely come up during the interview. Being able to discuss these confidently will show that you’re serious about the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you’ve maximised client potential or dealt with challenges effectively. This will demonstrate your ability to maintain and develop client relations, which is key for this role.
✨Be Ready to Discuss Business Generation
Since generating new business opportunities is a big part of the job, come prepared with ideas on how you could leverage existing clients and self-generate leads. Share any past experiences where you’ve successfully brought in new business, as this will highlight your proactive approach.
✨Team Player Mindset
This role requires working in a team environment, so be ready to talk about your experience collaborating with others. Highlight instances where you’ve contributed to team goals or responded to referrals promptly. Showing that you can work well with others will make you a more attractive candidate.
