Financial Adviser

Artemis Clarke Ltd; Camberley; On-site; GBP 35,000 - 55,000; Full time

Job summary

Artemis Clarke Ltd is seeking a Financial Adviser in Camberley, Surrey to advise clients in line with their circumstances and objectives, delivering holistic financial planning.

You will manage a portfolio of retail clients, build long-term relationships, communicate clearly, and stay compliant with FCA regulations.

Qualifications

• Hold Level 4 Diploma in Financial Planning.
• Minimum 2 years' experience as a Financial Adviser.
• Strong understanding of pensions and wealth management solutions.

Responsibilities

• 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)

Skills

Communication

Negotiation

Research & analysis

Team player

Self-motivated

Education

Level 4 Diploma in Financial Planning

Job description

Financial Adviser

Our client is looking to welcome a Financial Adviser into their team in Camberley, Surrey 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.

Key Responsibilities

• 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)

About You

• Hold a Level 4 Diploma in Financial Planning
• Have a minimum of 2 years' experience in a Financial Adviser capacity
• Have a 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

Qualification requirements

The minimum level is "level 4" Diploma, with the aim of achieving Chartered status.

If you would like to apply for this position, then please email a copy of your CV to [e-mail]