Financial Planning Specialist

2 days ago


Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is currently seeking a highly skilled Financial Planning Specialist to join their team. This role will involve preparing suitability reports, drafting templates for approval, obtaining quotations from providers, processing new business, and communicating recommendations to customers in all cases. The ideal candidate will have strong knowledge of the FCA rules and procedures and be able to create compliant client files.

The successful candidate will be responsible for ensuring compliance with the FCA rules and procedures, maintaining the highest possible standards in all aspects of the business, and developing and implementing effective processes to achieve this goal. They will also be required to support the provision of good quality advice and service that does not require customers to make complaints.

The estimated salary for this role is £25,000-£35,000 per annum, depending on experience. If you are a motivated and detail-oriented individual with excellent communication skills, please apply for this exciting opportunity.

Qualifications:

  • Full FPC or Certificate of Financial Planning (first paper required for Trainee status)


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