Chartered Financial Planner
1 month ago
This website uses cookies to ensure you get the best experience on our website. Learn more Got it , , Chartered Financial Planner - Cumbria - Artemis Recruitment Consultants
Financial Services
Cumbria
23/06/2023
Type of Position: Chartered Financial Planner - Cumbria
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-
Financial Planner
1 month ago
Preston, Lancashire, 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) - Cumbria - Artemis Recruitment Consultants Financial Services Cumbria 23/06/2023 Type of Position: Financial Planner (Chartered or working towards) - Cumbria Pay: £50k - £70k Financial...
-
Financial Planning
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Chartered Financial Planner - Cumbria - Artemis Recruitment Consultants Financial Services Chartered Financial Planner - Cumbria Chartered Financial Planner - Cumbria Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of...
-
Financial Planning
1 month ago
Preston, Lancashire, 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) - Cumbria - Artemis Recruitment Consultants Financial Services Financial Planner (Chartered or working towards) - Cumbria Financial Planner (Chartered or working towards) - Cumbria Our client is looking for a Private...
-
Assistant Town Planner | Planner
2 weeks ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timePermanent Our client, an established Design and Planning Consultancy are urgently looking for an Assistant Planner to join their team in Preston. The successful candidate will receive support and guidance through their APC to become a Chartered Planner and will gain exposure to a variety of projects within the residential, lesuire and commercial sectors. ...
-
Assistant Planner
2 weeks ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timePermanent Our client, an established Design and Planning Consultancy are urgently looking for an Assistant Planner to join their team in Preston. The successful candidate will receive support and guidance through their APC to become a Chartered Planner and will gain exposure to a variety of projects within the residential, lesuire and commercial...
-
Town Planner
4 weeks ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timeTown Planner Preston HR 11504 Salary: negotiable depending on skills and experience Permanent Our client, an established planning consultancy is urgently looking for a Town Planner to join a growing consultancy as part of their Lancashire based team. The successful Town Planner will be working on a wide variety of residential, commercial, leisure and...
-
Assistant Town Planner
2 weeks ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timeAssistant Planner Preston HR 11517 Permanent Our client, an established Design and Planning Consultancy are urgently looking for an Assistant Planner to join their team in Preston. The successful candidate will receive support and guidance through their APC to become a Chartered Planner and will gain exposure to a variety of projects within the...
-
Assistant Town Planner
2 weeks ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timeAssistant Planner Preston HR 11517 Permanent Our client, an established Design and Planning Consultancy are urgently looking for an Assistant Planner to join their team in Preston. The successful candidate will receive support and guidance through their APC to become a Chartered Planner and will gain exposure to a variety of projects within the...
-
Trainee Financial Planner
1 month ago
Lancashire, United Kingdom NJR Recruitment Full timeTrainee Financial Planner Location: Lancashire (Offce & Home Based) **Salary**: Ip to 35,000 + Car Allowance Our client are an ambitious, forward thinking and established firm of Financial Advisers. Due to a number of new client wins they are not looking to expanding their advising team and are looking to recruit a Trainee Financial...
-
Town Planner Town Planning Officer
7 days ago
Preston, Lancashire, United Kingdom Penguin Recruitment Full timeSalary: negotiable depending on skills and experience Permanent Our client, an established planning consultancy is urgently looking for a Town Planner to join a growing consultancy as part of their Lancashire based team. The successful Town Planner will be working on a wide variety of residential, commercial, leisure and renewable energy schemes. For...
-
Senior Financial Planner
1 month ago
Preston, United Kingdom Exchange Street Full time**Job Type**: Perm Town/City: Preston County: Lancashire Salary/Rate: £70,000 - £80,000 plus bonus and benefits Sector: Financial Services Discipline: Financial Planner Job ref: 524030 **Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example....
-
Senior Financial Planner
1 month ago
Preston, United Kingdom Exchange Street Full time**Job Type**: Perm Town/City: Preston County: Lancashire Salary/Rate: £70,000 - £80,000 plus bonus and benefits Sector: Financial Services Discipline: Financial Planner Job ref: 533644 **Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example....
-
Town Planner
3 weeks ago
Preston, United Kingdom Penguin Recruitment Full timeTown Planner PrestonHR 11515Salary: negotiable depending on skills and experiencePermanentAn excellent opportunity has become available for an experienced Town Planner to join a growing planning consultancy in Preston. The successful Planner will be responsible for their own portfolio of clients, delivering expert planning advice for predominantly...
-
Town Planner
4 weeks ago
Preston, United Kingdom Penguin Recruitment Full timeTown Planner Preston HR 11504 Salary: negotiable depending on skills and experience Permanent Our client, an established planning consultancy is urgently looking for a Town Planner to join a growing consultancy as part of their Lancashire based team. The successful Town Planner will be working on a wide variety of residential, commercial, leisure and...
-
Town Planner
3 weeks ago
Preston, United Kingdom Penguin Recruitment Full timeTown Planner Preston HR 11515 Salary: negotiable depending on skills and experience Permanent An excellent opportunity has become available for an experienced Town Planner to join a growing planning consultancy in Preston. The successful Planner will be responsible for their own portfolio of clients, delivering expert planning advice for predominantly...
-
Town Planner
3 weeks ago
Preston, United Kingdom Penguin Recruitment Full timeTown Planner PrestonHR 11504Salary: negotiable depending on skills and experiencePermanentOur client, an established planning consultancy is urgently looking for a Town Planner to join a growing consultancy as part of their Lancashire based team. The successful Town Planner will be working on a wide variety of residential, commercial, leisure and renewable...
-
Town Planner
3 weeks ago
Preston, United Kingdom Penguin Recruitment Full timeTown Planner PrestonHR 11515Salary: negotiable depending on skills and experiencePermanentAn excellent opportunity has become available for an experienced Town Planner to join a growing planning consultancy in Preston. The successful Planner will be responsible for their own portfolio of clients, delivering expert planning advice for predominantly...
-
Town Planner
3 weeks ago
Preston, Lancashire, United Kingdom gumtree Full timeTown Planner Preston HR 11504 Salary: negotiable depending on skills and experience Permanent Our client, an established planning consultancy is urgently looking for a Town Planner to join a growing consultancy as part of their Lancashire based team. The successful Town Planner will be working on a wide variety of residential, commercial, leisure and...
-
Town Planner
2 days ago
Lancashire, United Kingdom Penguin Recruitment Full timeThe Company My client, an established luxury housebuilder for 30 years, is looking for an ambitious Town Planner to join the team in their North West office. The successful candidate will have excellent career development opportunities, and be involved in all aspects of Planning, working as part of the larger team, and leading your own projects. You will...
-
Town Planner
1 day ago
Lancashire, United Kingdom Penguin Recruitment Full timeThe CompanyMy client, an established luxury housebuilder for 30 years, is looking for an ambitious Town Planner to join the team in their North West office.The successful candidate will have excellent career development opportunities, and be involved in all aspects of Planning, working as part of the larger team, and leading your own projects. You will have...
