Strategic Financial Adviser – Client Wealth & Planning in Burgess Hill

Strategic Financial Adviser – Client Wealth & Planning in Burgess Hill

Burgess Hill Full-Time No working from home possible
Artemis Clarke Ltd

Artemis Clarke Ltd. in Burgess Hill is seeking a Financial Adviser to guide clients based on their circumstances and objectives, within regulatory requirements.

Responsibilities include prospecting new clients, gathering information before recommendations, researching products, and ensuring timely documentation and communications with clients. You will maintain SPS and CPD records and collaborate with admin and paraplanners to support client outcomes.

#J-18808-Ljbffr

Strategic Financial Adviser – Client Wealth & Planning 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.

Artemis Clarke Ltd

Contact Details:

Artemis Clarke Ltd Recruitment Team