Financial Advisor- Broadstairs

Our client is looking for a driven individual to join their team as a Financial Advisor.

Key Responsibilities:

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:

Level 4 Diploma in Financial Planning
Financial Services experience

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

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