Financial Adviser

Artemis Clarke Ltd; Guildford; On-site; GBP 42,000 - 66,000; Full time

Job summary

Artemis Clarke Ltd in Guildford, Surrey, seeks a Financial Adviser to deliver holistic financial planning advice to a portfolio of retail clients. You will provide technical and investment guidance across wealth management needs, building trust and long-term client relationships through high-quality service.

The successful candidate will hold a Level 4 Diploma in Financial Planning, have at least 2 years' experience as a Financial Adviser, and possess strong communication and negotiation skills

Qualifications

• Level 4 Diploma in Financial Planning (must)
• Minimum 2 years' experience in a Financial Adviser capacity
• Strong understanding of pensions and wealth management solutions

Responsibilities

• Provide technical and investment advice on all aspects of clients' 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
• Explain the potential benefits and disadvantages of products and services recommended to clients
• Adhere to compliance procedures and comply with FCA regulations

Skills

Communication skills

Negotiation skills

Education

Level 4 Diploma in Financial Planning

Job description

Financial Adviser

Our client is looking to welcome a Financial Adviser into their team in Guildford, Surrey, delivering top quality holistic financial planning advice to a portfolio of retail clients.

Responsibilities

• Provide technical and investment advice on all aspects of clients' 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


• Explain the potential benefits and disadvantages of products and services recommended to clients


• Adhere to compliance procedures and comply with FCA regulations

The Successful Applicant Will

• Have 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


• Possess excellent communication and negotiation skills