Financial Adviser (Self-Employed)
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. We are looking for a candidate with at least 2 years' advising experience, from either an IFA or SJP background, with the ability to bring their own client bank (ideally worth up to £25m AUM).
Specific Responsibilities
- Prospecting and contacting potential clients in accordance with the firm's business plan
- Making sure sufficient client information is obtained before any recommendation is made
- Making sure portfolios are managed in accordance with the client's mandate and objectives
- Undertaking appropriate product and market research
- Ensuring clients are treated fair, in line with Treating Customers Fairly principles
Qualification Requirements
- Minimum Level 4 Diploma, with the aim of achieving Chartered status
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Financial Adviser (Self-Employed) employer: Artemis Clarke Ltd
Join a dynamic team in Harrogate as a Financial Adviser, where you will enjoy the flexibility of self-employment alongside high earning potential. Our supportive work culture fosters professional growth and development, ensuring you have access to the resources needed to excel in your role while making a meaningful impact on clients' financial well-being.
