At a Glance
- Tasks: Advise clients on financial planning and manage a portfolio of 220-280 clients.
- Company: Join a reputable firm in Surrey with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to achieve Chartered status and work in a dynamic, ethical environment.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience required.
The predicted salary is between 50000 - 60000 £ per year.
Our client is looking to welcome a Financial Adviser into their team in Surrey to advise clients as appropriate to their circumstances and objectives. This is a Servicing Adviser role, inheriting a full Client bank of 220-280 Clients. You will be responsible for delivering top quality holistic financial planning advice to a portfolio of retail clients.
Other responsibilities may include, but are not limited to:
- 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)
- Adopt an open, honest approach and deal with all aspects of client affairs with integrity
The successful applicants 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
- 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
- Have excellent literacy, numeracy, and IT skills
- Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- Have an ethical and professional approach to work
Qualification requirements: We expect an individual in this role to hold the following qualifications: The minimum level is “level 4” Diploma with the aim of achieving Chartered status.
Contact Details:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruitment Team
