Financial Planner
2 weeks ago
This website uses cookies to ensure you get the best experience on our website. Learn more Got it , , Financial Planner (Chartered or working towards) - Cheshire - Artemis Recruitment Consultants
Financial Services
Cheshire
23/06/2023
Type of Position: Financial Planner (Chartered or working towards) - Cheshire
Pay: £50k - £70k
Our client is looking for a Private Client Advisor 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
- 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
If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk
Apply for this job Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . Recaptcha requires verification. I'm not a robot reCAPTCHA Privacy - Terms© Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
#J-18808-Ljbffr-
Private Client Financial Planner
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Chartered Financial Planner - Lancashire - Artemis Recruitment Consultants Financial Services Chartered Financial Planner - Lancashire Chartered Financial Planner - Lancashire Our client is looking for a Private Client Advisor to join their team. The job purpose...
-
Financial Advisor
Found in: Appcast UK C C2 - 1 week ago
England, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Chartered Financial Planner
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full time, , Chartered Financial Planner - Kent - Artemis Recruitment Consultants Financial Services Kent 15/09/2023 Type of Position: Chartered Financial Planner - Kent Pay: £50k - £70k Chartered Financial Planner - Kent Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and...
-
Chartered Financial Planner
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Chartered Financial Planner - Lancashire - Artemis Recruitment Consultants Financial Services Lancashire 23/06/2023 Type of Position: Chartered Financial Planner - Lancashire Pay: £50k - £70k Chartered Financial Planner - Lancashire Our...
-
Chartered Financial Planner
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Chartered Financial Planner - Cheshire - Artemis Recruitment Consultants Financial Services Cheshire 23/06/2023 Type of Position: Chartered Financial Planner - Cheshire Pay: £50k - £70k Chartered Financial Planner - Cheshire Our client is...
-
Financial Planner
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Financial Planner (Chartered or working towards) - Lancashire - Artemis Recruitment Consultants Financial Services Lancashire 23/06/2023 Type of Position: Financial Planner (Chartered or working towards) - Lancashire Pay: £50k - £70k ...
-
Financial Planning
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeChartered Financial Planner - Kent - Artemis Recruitment Consultants Financial Services Chartered Financial Planner - Kent Chartered Financial Planner - Kent Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in...
-
Financial Planning
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Financial Planner (Chartered or working towards) - Lancashire - Artemis Recruitment Consultants Financial Services Financial Planner (Chartered or working towards) - Lancashire Financial Planner (Chartered or working towards) - Lancashire Our client is looking for a...
-
Financial Planning
2 weeks ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Financial Planner (Chartered or working towards) - Cheshire - Artemis Recruitment Consultants Financial Services Financial Planner (Chartered or working towards) - Cheshire Financial Planner (Chartered or working towards) - Cheshire Our client is looking for a Private...
-
Consultant - Financial Policy
7 days ago
England, United Kingdom IDEX Consulting Full timeIDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team. With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift their existing book and then benefit from a strong brand,...
-
Independent Financial Adviser
2 days ago
England, United Kingdom Heat Recruitment Ltd Full timeJob Title: Independent Financial Adviser Location: Lincoln, UK Salary: Dependent on experience We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you...
-
Independent Financial Adviser
2 weeks ago
England, United Kingdom Heat Recruitment Ltd Full timeSenior Independent Financial Adviser Circa £60,000 (Negotiable for the Right Candidate) + Bonus 23 days holiday + BH * Detailed training and development program * Social events * Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management...
-
Independent Financial Adviser
1 week ago
England, United Kingdom Heat Recruitment Ltd Full timeSenior Independent Financial Adviser Circa £60,000 (Negotiable for the Right Candidate) + Bonus 23 days holiday + BH * Detailed training and development program * Social events * Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management...
-
Financial Advisor
7 days ago
England, United Kingdom IDEX Consulting Ltd Full timeJob Description Financial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. The role will come with a core book of clients and a significant lead flow with an emphasis on new business...
-
Lead Supply Chain Planner
2 weeks ago
England, United Kingdom Chartered Institute of Procurement and Supply (CIPS) Full timeLead Supply Chain Planner | Package c.£40 - 50k DOA + 10 - 15% Bonus | Major Distributor in Lancashire An exciting opportunity has arisen for a Lead Supply Chain Planner to join a rapidly growing distribution business. This distribution firm supply a diverse range of market leading products from 1000s of suppliers throughout EMEA and the far east across...
-
Town Planner
2 weeks ago
England, United Kingdom Penguin Recruitment Full timeTown Planner Penguin Recruitment is pleased to present an excellent opportunity for an ambitious Town Planner to join a UK leading multi-disciplinary consultancy in their Staffordshire based office. This is a fantastic opportunity for a Town Planner to join an experienced team working on an impressive range of projects across major infrastructure, waste...
-
Town Planner
2 weeks ago
England, United Kingdom Penguin Recruitment Full timeTown Planner Penguin Recruitment is pleased to present an excellent opportunity for an ambitious Town Planner to join a UK leading multi-disciplinary consultancy in their Staffordshire based office. This is a fantastic opportunity for a Town Planner to join an experienced team working on an impressive range of projects across major infrastructure, waste...
-
Lead Supply Chain Planner
2 weeks ago
England, United Kingdom Bramwith Consulting Full timeLead Supply Chain Planner | Package c.£40 - 50k DOA + 10 - 15% Bonus | Major Distributor in Lancashire An exciting opportunity has arisen for a Lead Supply Chain Planner to join a rapidly growing distribution business. This distribution firm supply a diverse range of market leading products from 1000s of suppliers throughout EMEA and the far east across...
-
Town Planner
2 weeks ago
England, United Kingdom Penguin Recruitment Full timeTown Planner Penguin Recruitment is pleased to present an excellent opportunity for an ambitious Town Planner to join a UK leading multi-disciplinary consultancy in their Staffordshire based office. This is a fantastic opportunity for a Town Planner to join an experienced team working on an impressive range of projects across major infrastructure, waste...
-
Supply Chain Material Planner
2 weeks ago
England, United Kingdom Chartered Institute of Procurement and Supply (CIPS) Full timeSupply Chain Material Planner | Package c.£30 - 40k DOA + 10 - 15% Bonus | Major Distributor | Lancashire based An exciting opportunity has arisen for a Supply Chain Material Planner to join a rapidly growing distribution business. This distribution firm supply a diverse range of market leading products from 1000s of suppliers throughout EMEA and the far...
