Financial Adviser
Our client is looking to welcome a Financial Adviser into their team in Guildford, Surrey, delivering top quality holistic financial planning advice to a portfolio of retail clients.
Responsibilities
- Provide technical and investment advice on all aspects of clients' 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
- Explain the potential benefits and disadvantages of products and services recommended to clients
- Adhere to compliance procedures and comply with FCA regulations
The Successful Applicant Will
- Have 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
- Possess excellent communication and negotiation skills
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Financial Adviser in Guildford 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.
