Financial Adviser - Horsham

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

Job summary

A leading recruitment firm seeks a Financial Adviser for a hybrid role in Horsham. The position involves advising clients on their financial portfolios, developing comprehensive financial plans, and maximizing client relationships to achieve mutual goals. Candidates should have at least 1 year experience and a valid driving license.

Qualifications

• Experienced or Chartered Financial Adviser with 1+ years experience.
• Valid Driving Licence.
• High self-motivation and pride in performance.

Responsibilities

• Hold client meetings to update on portfolio performance.
• Assess client’s financial needs and develop plans.
• Provide advice on investment planning and protection coverage.

Skills

Client Management

Financial Planning

Investment Advice

Risk Assessment

Job description

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05/05/2025

Type of Position: Financial Adviser (IFA) - Horsham
Pay: £50k - £60k
Reference: Horsham1

Financial Adviser - Horsham

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

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