Financial Adviser - Horsham

Artemis Recruitment Consultants; Horsham; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading firm is seeking a Financial Adviser to provide personalized financial advice and develop client relationships. This role requires strong interpersonal skills, a valid driving license, and a commitment to clients' financial well-being. The position offers a hybrid working environment with travel to the office.

Qualifications

• Experienced or Chartered Financial Adviser with 1+ years experience.
• Valid Driving Licence.

Responsibilities

• Hold client meetings to update on portfolio performance, via home, office, or video call.
• Assess clients’ financial pictures to develop solid financial plans.
• Work collaboratively to achieve common goals and deliver exceptional client service.

Skills

Financial planning

Client relationship management

Investment planning

Cash management

Job description

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Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This position will be a hybrid working role, with travel into their head office (based in Horsham) 1-2 times each week.

Key Responsibilities:

· To hold client’s meetings to update them on the performance of their portfolio, meetings will be face to face at their home, our office or by video call

· Assess client’s overall financial picture, understand their needs and develop a solid financial plan

· Determine clients’ expenses, level of income, protection coverage, their financial objectives and goals, tax status and risk tolerance

· Answer clients’ questions and address concerns

· Give advice to clients about protection coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

· To compile the post review outcome letter

· Work collaboratively with the team to achieve common goals and deliver exceptional client service

· Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built

Requirements:

· Experienced or Chartered Financial Adviser with 1+ years experience

· Valid Driving Licence

· Sense of ownership and pride in your performance and its impact on company’s success

· Highly self-motivated with the ability to offer excellent financial advice