Financial Adviser

Financial Adviser

Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice.

Specific Responsibilities

• Prospecting and contacting potential clients in accordance with the firm's business plan
• Making sure sufficient client information is obtained before any recommendation is made
• Making sure portfolios are managed in accordance with the client's mandate and objectives
• Undertaking appropriate product and market research
• Ensuring clients are treated fairly, in line with Treating Customers Fairly principles

Qualification Requirements

• Minimum Level 4 Diploma, with the aim of achieving Chartered status

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk