Wealth Planner & Client Advisor

Artemis Clarke Ltd; Leicester; On-site; GBP 34,000 - 52,000; Full time

Job summary

Artemis Clarke Ltd is seeking a Financial Adviser in Leicester to provide holistic financial planning and wealth management advice to a portfolio of retail clients. You will build and maintain long-term client relationships, explain product options clearly, and ensure compliance with FCA regulations.

The successful candidate will have a Level 4 Diploma in Financial Planning, a minimum of 2 years' experience as a Financial Adviser, and strong pensions knowledge, coupled with excellent

Qualifications

• Level 4 Diploma in Financial Planning required; minimum 2 years' experience in a Financial Adviser role; strong pensions and wealth management knowledge.
• Excellent communication and negotiation skills; ability to explain complex concepts clearly.
• Experience delivering holistic financial planning to retail clients; compliant with FCA regulations.

Responsibilities

• Provide technical and investment advice on all aspects of clients' 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
• Explain the potential benefits and disadvantages of products and services recommended to clients
• Adhere to compliance procedures and comply with FCA regulations

Skills

Holistic financial planning

Investment advice

Pensions knowledge

Client relationship management

Education

Level 4 Diploma in Financial Planning

Job description

Artemis Clarke Ltd is seeking a Financial Adviser in Leicester to provide holistic financial planning and wealth management advice to a portfolio of retail clients. You will build and maintain long-term client relationships, explain product options clearly, and ensure compliance with FCA regulations.

The successful candidate will have a Level 4 Diploma in Financial Planning, a minimum of 2 years' experience as a Financial Adviser, and strong pensions knowledge, coupled with excellent