Financial Adviser

Financial Adviser

Our client is looking to welcome a Financial Adviser into their team in Guildford, Surrey, delivering top quality holistic financial planning advice to a portfolio of retail clients.

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

The Successful Applicant Will

• Have a Level 4 Diploma in Financial Planning
• Have a minimum of 2 years' experience in a Financial Adviser capacity
• Have a strong understanding of the full range of pensions and wealth management planning solutions
• Possess excellent communication and negotiation skills

If you would like to apply for this position, then please email a copy of your CV to josie@artemisrecruitment.co.uk