Financial Adviser (Self-Employed)
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. We are looking for a candidate with at least 2 years' advising experience, from either an IFA or SJP background, with the ability to bring their own client bank (ideally worth up to £25m AUM).
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 sam@artemisrecruitment.co.uk
