Financial Adviser (Remote)

Financial Adviser (Remote)

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, researching the marketplace, identifying customers' needs and designing financial strategies.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess clients' overall financial picture and develop a solid financial plan
• Cultivate client base and build win-win relationships
• Network, generate leads and identify opportunities to meet sales quotas
• Keep abreast of industry trends and research the market to back up financial consulting
• Liaise with providers, solicitors, valuers and other professionals
• Comply with all industry rules and regulations

Requirements and Skills

• Proven working experience as a Financial Adviser, Financial Planner or in a relevant role
• Track record of successful financial guidance
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• Degree in Finance or a related field preferable

Please email your CV to sam@artemisrecruitment.co.uk to register your interest.