Client-Focused Financial Adviser with Full Back‑Office Support

Artemis Recruitment Consultants Ltd; Cobham; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Full administration

Paraplanning support

Lead generation

Marketing support

Operational support

Modern technology

Training & development

Career growth

Job summary

Artemis Recruitment Consultants Ltd in Cobham, Surrey, is seeking an experienced Financial Adviser to join a growing wealth management practice. You will focus on advising clients and developing long-term relationships, supported by back-office and paraplanning resources.

The role offers a robust client bank, opportunities to grow portfolio, and strict FCA compliance. The strong support structure lets you deliver high-quality advice with less administrative burden.

Qualifications

• Proven experience as a Financial Adviser.
• Strong relationship-building and client management skills.
• Experience providing holistic financial advice.
• A proactive approach to business development.
• Excellent communication and interpersonal skills.

Responsibilities

• Managing and developing relationships with an existing client bank.
• Identifying new business opportunities within existing client relationships.
• Building and growing your own portfolio of clients.
• Delivering holistic financial advice tailored to individual client needs.
• Developing strong, long-term client relationships.
• Working collaboratively with an experienced support team.
• Ensuring advice is delivered in line with FCA regulations and internal procedures.

Skills

Relationship-building

Client management

Holistic advice

Business development

Communication skills

Interpersonal skills

Education

Level 4 Diploma in Financial Planning

Job description

Artemis Recruitment Consultants Ltd in Cobham, Surrey, is seeking an experienced Financial Adviser to join a growing wealth management practice. You will focus on advising clients and developing long-term relationships, supported by back-office and paraplanning resources.

The role offers a robust client bank, opportunities to grow portfolio, and strict FCA compliance. The strong support structure lets you deliver high-quality advice with less administrative burden.