At a Glance
- Tasks: Provide holistic financial advice and build lasting client relationships.
- Company: Artemis Clarke Ltd., a reputable firm in Guildford with a supportive team.
- Benefits: No aggressive sales targets, dedicated support, and a strong compliance culture.
- Other info: Opportunity to inherit clients and leverage pre-qualified leads for growth.
- Why this job: Join a respected team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Adviser and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Artemis Clarke Ltd. in Guildford seeks an experienced Financial Adviser to join its established team.
You will inherit ~30 clients (~£10m AUM) and build long-term relationships while leveraging ongoing pre-qualified leads for new business.
The role focuses on holistic financial planning with dedicated admin and paraplanning support, no aggressive sales targets, and a strong compliance culture.
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Independent Financial Adviser — Holistic Planning in Guildford 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.
