Financial Planning Specialist

3 days ago


Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Planning Specialist

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team in Leicester. As a Financial Planning Specialist, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.

Key Responsibilities:

  1. Provide technical and investment advice on all aspects of clients' requirements and wealth management planning.
  2. Create, build, and maintain long-term client relationships through quality of service and advice.
  3. Conduct research and data analysis for both the client and special projects.
  4. Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role.
  5. Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).

Requirements:

  1. Hold a Level 4 Diploma in Financial Planning.
  2. Have a minimum of 2 years' experience in a Financial Adviser capacity.
  3. Have a strong understanding of the full range of pensions and wealth management planning solutions.


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