Financial Adviser

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

Financial Adviser

Salary: Competitive, depending on experience

Location: Cobham, Surrey

Job Type: Full-time, Permanent

A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing wealth management practice.

The business provides tailored financial advice across investments, retirement and protection planning, mortgages and intergenerational wealth management. With a strong reputation for delivering excellent client outcomes, the practice offers Advisers the support, infrastructure and autonomy needed to succeed.

The Opportunity

This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing long-term relationships, while benefiting from comprehensive back-office support.

You will be responsible for:

• 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.

What's on Offer

• Full administration support.
• Dedicated Paraplanning support.
• Lead generation assistance.
• Marketing support.
• Operational support.
• Established advice processes and modern technology.
• Ongoing training and professional development.
• Opportunity to grow and develop within a successful practice.

The strong support structure allows you to spend more time focusing on clients and delivering high-quality advice, without the burden of excessive administration.

About You

To be considered for this opportunity, you will ideally have:

• Proven experience as a Financial Adviser.
• Level 4 Diploma in Financial Planning or equivalent.
• Strong relationship-building and client management skills.
• Experience providing holistic financial advice.
• A proactive approach to business development.
• Excellent communication and interpersonal skills.
• The ambition to grow within a progressive and supportive environment.

Experience working within a Partner Practice environment would be advantageous.

This is an excellent opportunity for an experienced Adviser looking to join a growing practice where they can develop their career and focus on delivering exceptional financial advice to clients.