ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Independent Financial Advisor
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Job Description: Financial Adviser in Leicester
Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.
Responsibilities
- Deliver top quality holistic financial planning advice to a portfolio of retail clients.
- 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 aspects of client affairs with integrity.
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Requirements
The successful applicants will:
- Have a Level 4 Diploma in Financial Planning.
- Have a minimum of 3 years’ experience in a Financial Adviser capacity.
- Have a 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.
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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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