Financial Adviser - Brighton

Our client is looking to welcome a Financial Adviser into their team in Brighton to advise clients as appropriate to their circumstances and objectives. This position can be either self-employed, or employed. Hybrid working is available.

Specific responsibilities:

• Completing compliant annual reviews with existing fee-paying clients via video meetings and over the telephone.

• Ensuring client reviews are completed when scheduled.

• Maintaining existing client relationships and identifying opportunities to provide additional products and services where appropriate.

• Prospecting and contacting potential new clients in accordance with the Firm’s business plan.

• Obtaining sufficient client information before making any recommendations, and ensuring all recommendations are suitable based on the client’s circumstances, needs and objectives.

• Articulating the benefits of our central investment proposition and migrating clients to this where appropriate

• Undertaking appropriate third-party product and market research where required.

• Drafting simple suitability reports from existing templates.

• Presenting financial planning solutions to clients and gaining their commitment to proceed with the recommended solution.

• Ensuring all required documentation is completed and that client records are fully updated.

 Personal Requirements:

• Excellent interpersonal skills and IT skills.

• Ability to build and maintain strong relationships with new and existing clients.

• The ability to work efficiently and accurately in a fast-paced office environment.

• Maintaining a positive attitude and delivering a professional service to clients at all times.

• Level 4 Diploma in Financial Planning, Competent Adviser Status (CAS) and current SPS.

• Previous experience of delivering advice via video meetings and over the telephone.

• Previous use of Intelligent Office is desirable but not required.

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

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