Financial Adviser
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships.Key Responsibilities:Provide tailored financial advice across investments, pensions, tax planning, inheritance, and protectionConduct regular client reviews and ensure ongoing suitability of adviceBuild and maintain long-term client relationshipsGenerate new business through networking, referrals, and client meetingsEnsure all client activity is compliant and accurately recorded on CRM systemsStay up to date with regulatory and industry changesWork closely with internal teams to deliver a high standard of serviceRequirements:Level 4 Diploma in Financial Advice (essential)Minimum 3 years'' experience as a Financial AdviserStrong knowledge across key financial planning areas (excluding mortgages)Experience using cashflow modelling toolsExcellent communication and interpersonal skillsHigh level of professionalism, integrity, and client focusKey Skills:Strong relationship-building abilitySelf-motivated and target-drivenOrganised with good attention to detailAdaptable and resilientAdditional InformationNo direct management responsibilitiesOngoing training and professional development providedFlexible / Office-based)£50,000 - £80,000 + Bonus (DOE)Full-time PermanentHow to Apply:To apply, please submit your CV to Sam at Artemis Recruitment quoting Financial ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!