Financial Adviser
Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives.
Key Responsibilities
- Prospecting and contacting potential clients in accordance with the firm's business plan.
- Ensuring sufficient client information is obtained before any recommendation is made, and that portfolios are managed in line with the client's mandate and objectives.
- Undertaking appropriate product and market research and making sure suitable recommendations are made at all times.
- Ensuring all clients are contacted in accordance with the agreed level of service and receive relevant documentation in a timely way.
- Dealing with client queries in an efficient and timely manner.
- Ensuring clients are treated fairly, in line with TCF principles, and that vulnerable clients are identified and supported appropriately.
- Maintaining a current statement of professional standing (SPS) and relevant CPD records.
- Liaising with admin support, Paraplanners, and other team members as appropriate.
About You
- Good understanding and awareness of relevant legislation affecting the industry.
- Good written and oral communication skills.
- General IT skills and the ability to compile reports.
Qualification Requirements
The minimum level is "level 4" Diploma, with the aim of achieving Chartered status.
Financial Adviser in Burgess Hill employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
