Financial Adviser - Colchester

Artemis Recruitment Consultants Ltd; Colchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company seeks a Financial Adviser in Colchester to provide tailored financial advice and develop client relationships. The ideal candidate will have a Level 4 Diploma in Financial Planning, at least two years of experience, and a strong understanding of wealth management solutions. If you're driven and capable of conveying complex information effectively, this role is an excellent opportunity to excel in the financial services industry.

Qualifications

• Minimum 2 years’ experience as a Financial Adviser.
• Strong understanding of pensions and wealth management.
• Ability to convey complex information effectively.

Responsibilities

• Deliver holistic financial planning advice to retail clients.
• Build and maintain long-term client relationships.
• Adhere to compliance procedures from the Financial Conduct Authority.

Skills

Communication

Negotiation

Technical Advice

Research and Analysis

Ethical Approach

Education

Level 4 Diploma in Financial Planning

Job description

Type of Position: Financial Adviser - Colchester
Pay: £40k - £60k
Reference: Colchester2

Financial Adviser - Colchester

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

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:

- 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)
- adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have 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
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work

Qualification requirements

We expect an individual in this role to hold the following qualifications:

- The minimum level is “level 4” Diploma with the aim of achieving Chartered status

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