Financial Planning Advisor

4 weeks ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Adviser - Farnborough (Desk Based)

Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to join their team in Farnborough.

Job Overview:

As a Private Client Adviser, you will be responsible for providing cost-efficient, effective, and compliant financial planning advice to clients.

Key Responsibilities:

  • Develop and implement financial plans that meet clients' needs and goals.
  • Conduct thorough research and analysis to identify suitable financial solutions.
  • Communicate complex financial information to clients in a clear and concise manner.
  • Stay up-to-date with industry developments and regulatory changes.

Requirements:

  • Proven experience in financial planning and advice.
  • Strong knowledge of pension transfer experience.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.


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