Financial Planning Specialist
17 hours ago
Job Title: Financial Planning Specialist
We are looking for a highly skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our staff, you will be responsible for assisting in the preparation of suitability reports, drafting templates for approval, obtaining quotations from providers, processing new business, and providing excellent customer service.
Key Responsibilities:
- Preparation of suitability reports from approved templates
- Drafting templates for approval
- Obtaining relevant quotations from providers
- Processing new business
- Providing policy information
- Demonstrating principles of Treating Customers Fairly in all customer dealings
- Communicating easily understandable recommendations to customers
- Complying with FCA rules and business procedures
- Creating compliant client files
- Supporting high-quality advice and service
- Completing CPD activity
- Reporting rule breaches to Senior Management
- Developing and maintaining high compliance standards
Requirements:
- FPC or Certificate of Financial Planning qualification (first paper required)
Salary Range: £25,000 - £35,000 per annum
About Us: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We pride ourselves on delivering exceptional results and fostering long-term relationships with our clients and candidates.
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