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Financial Services

Marlborough

07/06/2021

Financial Adviser - Marlborough - Earn £50k+

Our client is going through a period of expansion and is looking for a professional Financial Adviser to join their team in Marlborough. The client offers great benefits in addition to a bonus scheme - possibility to earn £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 is obtained and analyse information gathered
  • Undertake sufficient product and market research 
  • Assisting clients to make informed decisions
  • Build strong relationships with clients
Knowledge / Experience required:
  • Experience as a Financial Adviser
  • Minimum Level 4 Diploma qualified
  • Knowledge of compliance
  • Prioritise and plan own workload
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Good IT skills
  • Strong analysis and planning skills
  • High level of technical knowledge
  • Driving licence and own car required
If you are interested in this role, please email your CV to josie@artemisrecruitment.co.uk.

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