Financial Adviser

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

Please send a copy of your CV to Josie at Artemis Recruitment for this position.