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-LjbffrStrategic Financial Adviser β 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.