Financial Planning Specialist

2 months ago


Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Financial Planner - Chester

Company: Artemis Recruitment Consultants Ltd

Job Type: Self-Employed Opportunity

Job Summary:

We are seeking a qualified and experienced Financial Planner to join our team at Artemis Recruitment Consultants Ltd. As a Financial Planner, you will be responsible for providing financial planning services to clients and prospective clients, in accordance with our company's propositions.

Key Responsibilities:

  • Meet with clients and prospective clients to provide financial planning services
  • Maintain and develop client relationships, maximising their potential
  • Accurately input information into our CRM system in a timely manner
  • Ensure all revenue targets are met and work is completed in a compliant manner and meets our company's quality standards
  • Adhere fully to our company's Private Client Proposition

Requirements:

  • Qualified Financial Planner with at least 1-2 years of experience
  • CAS status
  • Strong communication and interpersonal skills
  • Ability to work in a self-employed capacity

What We Offer:

A guaranteed income from the start of the position, a client bank from the practice, and the opportunity to work with a reputable company in the financial services industry.



  • Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time £38,000

    Job Title: Financial Planning SpecialistAt Lime People Search & Select Ltd, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Your key...


  • Chester, Cheshire, United Kingdom Schroders Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Benchmark Capital in Chester. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.Key ResponsibilitiesAnalyse clients' financial...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a qualified Financial Planning Specialist to join their team. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant initial and ongoing income for the company. This self-employed opportunity offers a guaranteed income from...


  • Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Role OverviewWe are seeking a skilled Financial Planning Support Specialist to join our Paraplanning team at Close Brothers Asset Management. As a key member of our team, you will play a vital role in supporting Advisers and clients in the advice giving process.Key ResponsibilitiesDiscuss client objectives with the Adviser during debriefs, identifying any...


  • Chester, Cheshire, United Kingdom CleverHR Full time

    Self Employed Financial Adviser, Chester£ - £ excellent financial support package and paraplanning & admin providedThis is a well-established and successful Corporate Chartered Practice that delivers comprehensive and holistic advice to HNW clients and Business Owners across Chester.With a focus on developing and maintaining long-term, trusted...


  • Chester, Cheshire, United Kingdom Eventus Legal Full time

    Job Title: ParaplannerWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.About the RoleThe role of Paraplanner is to support our Financial Advisers in providing, implementing and...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    IFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    IFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Role:As a Financial Planning Administrator, you will play a vital role in supporting a team of highly successful advisers and their high net worth clientele in a dynamic and award-winning financial planning and investment company.The company, with over 30 years of experience, specializes in providing a wide range of services to private clients, corporations,...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Role:As a Financial Planning Administrator, you will play a vital role in supporting a team of highly successful advisers and their high net worth clientele in a dynamic and award-winning financial planning and investment company.The company, with over 30 years of experience, specializes in providing a wide range of services to private clients, corporations,...


  • Chester, Cheshire, United Kingdom CleverHR Full time

    About the RoleCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team in Chester. As a key member of our Corporate Chartered Practice, you will be responsible for delivering comprehensive and holistic advice to HNW clients and Business Owners.Key ResponsibilitiesProvide expert financial planning to prospective and existing...


  • Chester, Cheshire, United Kingdom CleverHR Full time

    About the RoleCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team in Chester. As a key member of our Corporate Chartered Practice, you will be responsible for delivering comprehensive and holistic advice to HNW clients and Business Owners.Key ResponsibilitiesProvide expert financial planning to prospective and existing...


  • Chester, Cheshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Chester, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to join our client's team. As a Financial Planner, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Maintain and develop client relationships, maximising...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to join our client's team. As a Financial Planner, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Maintain and develop client relationships, maximising...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to join our client's team. As a Financial Planner, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Maintain and develop client relationships, maximising...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to join our client's team. As a Financial Planner, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Maintain and develop client relationships, maximising...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to work with our client, Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.Key Responsibilities:Maintain and develop client...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planner OpportunityWe are seeking a qualified Financial Planner to work with our client, Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.Key Responsibilities:Maintain and develop client...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a qualified Financial Planner to join their team. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant initial and ongoing income for the company.Key Responsibilities:Maintain and develop client relationships, maximising...