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Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.
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- 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 Sam at Artemis Recruitment.
