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Chartered Financial Adviser

Artemis Recruitment Consultants Ltd
Job LocationLondon
EducationNot Mentioned
Salary£45,000 - £100,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our Central London based client, running a successful practice with an abundance of HNW clients, is searching for a Chartered Financial Adviser to partner in the firm. They are looking for someone with extensive experience to take over a large client bank.The Role

  • Contacting clients and setting up meetings
  • Meeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aims
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Keeping up to date with financial products and legislation Ensure sufficient client information obtained and analyse information gathered
  • Undertake sufficient product and market research in conjunction with
  • Paraplanners Assisting clients to make informed decisions Promoting and selling financial products to meet given or negotiated sales targets
    • On Offer
  • PI cover and all regulatory fees included.
  • Highly experienced administration support.
  • Access to paraplanning
  • Help with business development and lead generation.
  • Mentoring and coaching if required.
  • Become part of a vibrant team within one of the new breed of financial adviser firms.
  • Access to IO back office system, Centra research, FEAnalytics and SelectaPension.
    • Apply Now! Required skills
  • Business Development
  • Financial Advice
  • Reviews
  • Sales
  • Inheritance Tax Planning

    • Keyskills :
    Business Development Financial Advice Reviews Sales Inheritance Tax Planning

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