AR Recruitment Services · 2 days ago
Competent Adviser Status Professional
Newcastle, CA
Full-time
Onsite
Mid LevelAR Recruitment is a specialist financial services recruitment consultancy, headquartered in Newcastle, with a nationwide presence across the UK. They are seeking an experienced and motivated Competent Adviser Status Professional to provide expert financial advice to clients while ensuring compliance with industry regulations and best practices.
Financial Services
Hiring Manager
Andrew Simpson
Responsibilities
Preparing tailored financial plans
Conducting client assessments
Analyzing financial information
Maintaining strong relationships with clients
Collaborate with the team to achieve overall business objectives
Contribute to a high-performing, client-focused culture
Qualification
Required
Expertise in Financial Analysis, Investment Planning, and Retirement Planning
Strong understanding of Compliance, Risk Assessment, and Regulatory Requirements
Proficiency in Client Communication, Presentation, and Relationship Management
Experience in identifying and crafting solutions for diverse client financial goals
Relevant qualifications such as CFP, DipFA, or other industry-standard certifications
Proven ability to analyze industry trends and deliver strategic advice
Proficiency in financial management software and tools
Excellent problem-solving skills and attention to detail
Bachelor's degree in Finance, Economics, or related field
Company
AR Recruitment Services
Company Overview AR Recruitment is a specialist financial services recruitment consultancy headquartered in Newcastle with extensive connections across the United Kingdom.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase