Financial Adviser - Brighton

Artemis Recruitment Consultants Ltd; Brighton; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

Artemis Recruitment Consultants Ltd is recruiting a Financial Adviser for their Brighton team to provide tailored financial advice to clients. The role involves ensuring compliance, maintaining client relationships, and conducting annual reviews through various communication channels. Applicants should possess a Level 4 Diploma in Financial Planning and relevant experience in client interactions, ideally using Intelligent Office. A mix of self-employed or employed options with hybrid working is available.

Qualifications

• Excellent interpersonal skills and IT skills.
• Ability to build and maintain strong relationships with new and existing clients.
• Ability to work efficiently and accurately in a fast-paced office environment.
• Maintaining a positive attitude and delivering a professional service to clients at all times.
• Previous experience of delivering advice via video meetings and over the telephone.

Responsibilities

• Completing compliant annual reviews with existing fee-paying clients via video meetings and over the telephone.
• Ensuring client reviews are completed when scheduled.
• Maintaining existing client relationships and identifying opportunities to provide additional products and services where appropriate.
• Prospecting and contacting potential new clients in accordance with the Firm’s business plan.
• Obtaining sufficient client information before making any recommendations.
• Drafting simple suitability reports from existing templates.
• Presenting financial planning solutions to clients and gaining their commitment to proceed.
• Ensuring all required documentation is completed and that client records are fully updated.

Skills

Interpersonal skills

IT skills

Education

Level 4 Diploma in Financial Planning

Competent Adviser Status (CAS)

Tools

Intelligent Office

Job description

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Brighton

20/07/2025

Type of Position: Financial Adviser - Brighton
Pay: £50k+
Reference: Brighton1

Financial Adviser - Brighton

Our client is looking to welcome a Financial Adviser into their team in Brighton to advise clients as appropriate to their circumstances and objectives. This position can be either self-employed, or employed. Hybrid working is available.

Specific responsibilities:

• Completing compliant annual reviews with existing fee-paying clients via video meetings and over the telephone.

• Ensuring client reviews are completed when scheduled.

• Maintaining existing client relationships and identifying opportunities to provide additional products and services where appropriate.

• Prospecting and contacting potential new clients in accordance with the Firm’s business plan.

• Obtaining sufficient client information before making any recommendations, and ensuring all recommendations are suitable based on the client’s circumstances, needs and objectives.

• Articulating the benefits of our central investment proposition and migrating clients to this where appropriate

• Undertaking appropriate third-party product and market research where required.

• Drafting simple suitability reports from existing templates.

• Presenting financial planning solutions to clients and gaining their commitment to proceed with the recommended solution.

• Ensuring all required documentation is completed and that client records are fully updated.

Personal Requirements:

• Excellent interpersonal skills and IT skills.

• Ability to build and maintain strong relationships with new and existing clients.

• The ability to work efficiently and accurately in a fast-paced office environment.

• Maintaining a positive attitude and delivering a professional service to clients at all times.

• Level 4 Diploma in Financial Planning, Competent Adviser Status (CAS) and current SPS.

• Previous experience of delivering advice via video meetings and over the telephone.

• Previous use of Intelligent Office is desirable but not required.

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