Financial Adviser

Artemis Clarke Ltd; Nottingham; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

Artemis Clarke Ltd is seeking a Financial Adviser to act as an intermediary between the company and customers, providing financial guidance and recommendations on how best to utilise their money. This is a hybrid working role from their Nottingham office.

You will provide strategic advice on a range of financial products, assess clients’ financial pictures, build a client base and ensure compliance with industry rules and regulations, delivering clear, persuasive guidance to help clients make

Qualifications

• Proven working experience as a Financial Adviser, Financial Planner or relevant experience.
• Track record of successful financial guidance.
• Strong communication, negotiation and presentation skills.
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other).

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Assess clients' overall financial picture and develop a solid financial plan.
• Cultivate a client base and build win-win relationships.
• Keep abreast of new industry trends and research the market to back up financial consulting.
• Comply with all industry rules and regulations.

Skills

Financial guidance

Communication

Negotiation

Presentation skills

Education

FCA/broker certificate

DipFA or CISI certification

Job description

Financial Adviser

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers, providing financial guidance and recommendations on how best to utilise their money. This is a hybrid working role from their office in Nottingham.

Responsibilities

• Provide strategic advice across a variety of financial products and services
• Assess clients' overall financial picture and develop a solid financial plan
• Cultivate a client base and build win-win relationships
• Keep abreast of new industry trends and research the market to back up financial consulting
• Comply with all industry rules and regulations

Requirements and Skills

• Proven working experience as a Financial Adviser, Financial Planner or relevant experience
• Track record of successful financial guidance
• Strong communication, negotiation and presentation skills
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)