Financial Adviser
Our client is looking to welcome a Financial Adviser into their team in Camberley, Surrey 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.
Key Responsibilities
- 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)
About You
- Hold a Level 4 Diploma in Financial Planning
- Have a minimum of 2 years' experience in a Financial Adviser capacity
- Have a 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
Qualification requirements
The minimum level is "level 4" Diploma, with the aim of achieving Chartered status.
If you would like to apply for this position, then please email a copy of your CV to sam@artemisrecruitment.co.uk
Financial Adviser in Camberley 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.
