At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join a dynamic team focused on holistic financial solutions.
- Benefits: Competitive salary, bonuses, ongoing training, and flexible working options.
- Other info: Enjoy a supportive environment with opportunities for professional development.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Level 4 Diploma in Financial Advice and 3 years of experience required.
The predicted salary is between 50000 - 80000 £ per year.
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships.
Key Responsibilities:
- Provide tailored financial advice across investments, pensions, tax planning, inheritance, and protection
- Conduct regular client reviews and ensure ongoing suitability of advice
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and client meetings
- Ensure all client activity is compliant and accurately recorded on CRM systems
- Stay up to date with regulatory and industry changes
- Work closely with internal teams to deliver a high standard of service
Requirements:
- Level 4 Diploma in Financial Advice (essential)
- Minimum 3 years’ experience as a Financial Adviser
- Strong knowledge across key financial planning areas (excluding mortgages)
- Experience using cashflow modelling tools
- Excellent communication and interpersonal skills
- High level of professionalism, integrity, and client focus
Key Skills:
- Strong relationship-building ability
- Self-motivated and target-driven
- Organised with good attention to detail
- Adaptable and resilient
Additional Information:
- No direct management responsibilities
- Ongoing training and professional development provided
- Flexible / Office-based
- £50,000 – £80,000 + Bonus (DOE)
- Full-time | Permanent
How to Apply:
To apply, please submit your CV to Sam at Artemis Recruitment quoting Financial Adviser in the subject line.
Financial Adviser employer: Artemis Recruitment Consultants Ltd
Join a dynamic team as a Financial Adviser where you will not only provide tailored financial advice but also enjoy a supportive work culture that prioritises professional growth and client satisfaction. With ongoing training opportunities and a flexible working environment, you will thrive in a role that values integrity and strong client relationships, all while being part of a company that is committed to helping you achieve your career aspirations.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artemis Recruitment Consultants Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser
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 Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artemis Recruitment Consultants Ltd'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 Ltd
✨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 Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artemis Recruitment Consultants Ltd 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 Ltd 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.
