Financial Adviser
other jobs Artemis Recruitment Consultants Ltd
Added before 3 Days
- England,London
- full-time
- £60,000 - £75,000 per annum
Job Description:
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
- The minimum level is "level 4" Diploma with the aim of achieving Chartered status
If you are interested in this position, please email your CV to Sam at Artemis Recruitment.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
- The minimum level is "level 4" Diploma with the aim of achieving Chartered status
If you are interested in this position, please email your CV to Sam at Artemis Recruitment.
Job number 1702559
metapel
Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...