Independent Financial Advisor

Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. This role would suit someone with a hunger for business development and a drive to elevate their career to the next level. You will be responsible in 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 aspect client affairs with integrity The successful applicants will: – have a Level 4 Diploma in Financial Planning (DipFA / DipPFS) – have a minimum of 2 years’ experience in a Financial Adviser capacity – have 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 If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk