Brighton Financial Adviser - Client-Centric Guidance

Artemis Clarke Ltd; England; On-site; GBP 38,000 - 60,000; Full time

Job summary

Artemis Clarke Ltd is seeking a Financial Adviser (Sjp) in Brighton to advise clients in line with their circumstances and objectives. You'll prospect and contact potential clients, gather information, and present suitable recommendations.

You will maintain an SPS and CPD records, stay abreast of legislation, and liaise with admin staff, paraplanners and the team to deliver timely documentation and fair treatment of clients.

Qualifications

• Strong understanding of industry legislation.
• Excellent written and verbal communication skills.
• Solid general IT skills and ability to compile reports.

Responsibilities

• Prospecting and contacting potential clients.
• Ensuring sufficient client information is obtained before any recommendation is made.
• Undertaking appropriate product and market research to make suitable recommendations.
• Ensuring clients are contacted timely with relevant documentation.
• Dealing with client queries efficiently and promptly.
• Ensuring fair treatment of clients and identifying vulnerable clients.
• Maintaining SPS and CPD records.
• Liaising with admin support, paraplanners and team members.

Skills

Communication skills

General IT skills

Education

Level 4 Diploma

Job description

Artemis Clarke Ltd is seeking a Financial Adviser (Sjp) in Brighton to advise clients in line with their circumstances and objectives. You'll prospect and contact potential clients, gather information, and present suitable recommendations.

You will maintain an SPS and CPD records, stay abreast of legislation, and liaise with admin staff, paraplanners and the team to deliver timely documentation and fair treatment of clients.