Financial Adviser

Artemis Clarke Ltd; Lewes; On-site; GBP 42,000 - 64,000; Full time

Job summary

Artemis Clarke Ltd in Lewes, Sussex, is seeking a Financial Adviser to deliver holistic financial planning to a portfolio of retail clients. You will advise clients on suitable wealth management strategies and ensure high-quality service and compliance.

The role requires a Level 4 Diploma in Financial Planning and at least 2 years' experience as a Financial Adviser, with strong knowledge of pensions and wealth solutions. You will work collaboratively in a driven team environment.

Qualifications

• Hold a Level 4 Diploma in Financial Planning.
• Minimum of 2 years' experience as a Financial Adviser.
• Strong understanding of pensions and wealth management solutions.
• Highly driven, self-motivated, proactive and a good team player.
• Ability to research, analyse and interpret highly technical information.
• Excellent communication and negotiation skills.”

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 service and advice.
• Communicate information to clients in a manner appropriate for their level of understanding.
• Maintain up-to-date knowledge of current affairs and their impact on client issues.
• Explain the benefits and disadvantages of various products and services to clients.
• Conduct research and data analysis for clients and special projects.
• Keep up to date with regulations, FCA procedures and compliance requirements.
• Adhere to compliance procedures and FCA regulations.

Skills

Communication skills

Negotiation

Team player

Research & analysis

Education

Level 4 Diploma in Financial Planning

Job description

Financial Adviser

Our client is looking to welcome a Financial Adviser into their team in Lewes, Sussex, to advise clients as appropriate to their circumstances and objectives.

You will be responsible for 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.