Financial Adviser (Wealth Builder)

Financial Adviser (Wealth Builder)

Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to meet their financial objectives.

Client Discovery & Financial Planning

• Conduct comprehensive fact-finding to assess clients' circumstances, financial knowledge and attitude to risk
• Establish and regularly review clients' risk profiles and financial objectives
• Evaluate suitability of existing arrangements and recommend tailored financial planning solutions

Client Relationship Management

• Deliver high-quality client service throughout the onboarding process and beyond
• Conduct regular client reviews, maintaining strong, long-term relationships

Person Specification

• Level 4 Diploma in Financial Planning or Chartered status, plus Competent Adviser Status and current SPS
• Strong understanding across investments, pensions, personal tax, estate planning and protection
• Proven ability to build and maintain strong relationships with new and existing clients

If you are interested in applying for this position, please send your CV to sam@artemisrecruitment.co.uk