Full job descriptionAn 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 protection
*Conduct regular client reviews and ensure ongoing suitability of advice
*Build and maintain long-term client relationships
*Generate new business through networking, referrals, and client meetings
*Ensure all client activity is compliant and accurately recorded on CRM systems
*Stay up to date with regulatory and industry changes
*Work closely with internal teams to deliver a high standard of service
Requirements:
*Level 4 Diploma in Financial Advice (essential)
*Minimum 3 years’ experience as a Financial Adviser
*Strong knowledge across key financial planning areas (excluding mortgages)
*Experience using cashflow modelling tools
*Excellent communication and interpersonal skills
*High level of professionalism, integrity, and client focus
Key Skills:
*Strong relationship-building ability
*Self-motivated and target-driven
*Organised with good attention to detail
*Adaptable and resilient
*Additional Information
*No direct management responsibilities
*Ongoing training and professional development provided
Flexible / Office-based)
£50,000 – £80,000 + Bonus (DOE)
Full-time | Permanent
How to Apply:
To apply, please submit your CV to Sam at Artemis Recruitment quoting Financial Adviser in the subject line.