Financial Planner

Financial Planner

Our client is looking for a Financial Planner to join their team in Somerset. The role involves meeting with clients and prospective clients to provide financial planning in accordance with company propositions, generating compliant initial and ongoing income for the company.

Key Responsibilities

• Comply with FCA rules and guidance and Compliance and T&C procedures
• Proactively generate new business opportunities using existing clients, leads and self-generated opportunities
• Prepare full and complete recommendation reports, with support from the Paraplanning team
• Maintain and develop client relations, accurately inputting information into the CRM system
• Adhere fully to the company's Private Client Proposition

Experience

• Research, analysis and interpretation, file preparation and report writing
• Strong written and verbal communication skills
• Regulated sales and client management experience
• Achievement of QCA Level 4 minimum, working toward QCA Level 6 desired

If you would like to apply for this role then please submit a copy of your CV to josie@artemisrecruitment.co.uk