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 for career growth and to achieve Chartered status.
- Why this job: Make a real difference in clients' lives through expert financial advice.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years' 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
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner (Clients provided) in Surrey
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We think you need these skills to ace Financial Planner (Clients provided) in Surrey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to ARTEMIS RECRUITMENT CONSULTANTS LIMITED.
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Research and Reflect:Before hitting that 'apply' button on ARTEMIS RECRUITMENT CONSULTANTS LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with ARTEMIS RECRUITMENT CONSULTANTS LIMITED.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at ARTEMIS RECRUITMENT CONSULTANTS LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former ARTEMIS RECRUITMENT CONSULTANTS LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
