FINANCIAL ADVISER (REMOTE)

Artemis Recruitment Consultants Ltd; United Kingdom; Remote; GBP 30,000 - 60,000; Full time

Job summary

A reputable financial services firm in the United Kingdom is seeking a Financial Adviser to provide clients with strategic financial guidance. The role requires proven experience in financial advising, excellent communication skills, and the ability to analyze market data. Candidates should have a finance-related degree and relevant financial qualifications. This position promises opportunities for client relationship development and sales growth.

Qualifications

• Proven working experience as a Financial Adviser or relevant experience.
• Track record of successful financial guidance.
• Ability to analyze market’s financial data and provide appropriate data-based advice.

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Assess client’s overall financial picture and develop a financial plan.
• Guide clients towards profitable financial decisions.
• Network to generate leads and meet sales quotas.
• Comply with all industry rules and regulations.

Skills

Financial guidance

Client relationship building

Market analysis

Negotiation skills

Presentation skills

Attention to detail

Education

Degree in Finance or related field

Current certificate of qualifications (FCA, CII, DipFA, CISI or other)

Tools

Database systems

Job description

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win‑win relationships
• Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements and skills

• Proven working experience as a Financial Adviser, Financial Planner or relevant experience
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data‑based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• Degree in Finance or related field preferable