Wealth Planner: Client-Centric Financial Strategy
Job in
Peene, Folkestone, Kent County, CT19, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Artemis Clarke Ltd seeks a Wealth Planner to join their Kent-based team near Faversham. You will meet with clients to provide financial planning aligned with company propositions and to generate compliant initial and ongoing income.
Key responsibilities include FCA compliance, developing new business from existing clients and referrals, preparing recommendation reports with Paraplanning support, and maintaining CRM records to support revenue targets in a collaborative, SLA-driven environment.
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