Back to top

Financial Services

Sussex

27/07/2021

Type of Position: Financial Adviser
Pay: £40-50k

Financial Adviser (Employed Role)

An exciting opportunity to join a fast paced, growing practice in Burgess Hill with ambitious plans for the future. Our client is looking for a driven individual who is looking to deal with existing levels of demand, as well as develop new relationships. Possibility to earn £40-50k, depending on experience.

The Role:

  • Contacting clients and setting up meetings
  • Meeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aims
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Keeping up to date with financial products and legislation
  • Ensure sufficient client information obtained and analyse information gathered
  • Undertake sufficient product and market research in conjunction with Paraplanners
  • Assisting clients to make informed decisions
  • Promoting and selling financial products to meet given or negotiated sales targets

Key Skills / Experience:

  • Must have Level 4 Diploma in Financial Planning
  • 2-8 years' Financial Services experience

The successful candidate will be given between 50-70 clients from the firm, but will also need to generate their own clients. If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.