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Financial Services

London

25/10/2021

Type of Position: Independent Financial Advisor
Pay: Negotiable

Independent Financial Advisor

Our client is looking for a new Independent Financial Adviser to join their team and support the continued growth of their business. This role is based in London. Initially, the role will be to advise existing clients of the firm, but the successful candidate will be expected to develop their own portfolio of clients over time. A competitive compensation package is on offer, including a bonus scheme and pension.

 

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
     

Essential Skills:

  • Candidate must be Chartered
  • Experience advising clients on an advisory basis
  • Experience advising High Net Worth individuals in all aspects of financial planning
  • Microsoft Office, especially Excel
  • Working knowledge of Iress/Advisor Office

 

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

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