Financial Policy Advisor

19 hours ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Adviser - Portfolio Management

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Tunbridge Wells. As a Financial Adviser, you will be responsible for advising clients on their financial portfolios and ensuring that their investments align with their objectives and risk tolerance.

Key Responsibilities:
  • Manage client portfolios in accordance with their mandates, objectives, and the firm's investment proposition.
  • Maintain high standards of performance as required by the firm.
  • Comply with relevant regulatory requirements, including the Financial Services and Markets Act 2000 and the FCA's Conduct rules.
  • Stay up-to-date with relevant regulatory, product, legislative, and technical requirements.
  • Retain client records in line with the firm's data security and record-keeping policy.

Requirements:

  • Strong knowledge of financial services and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.

What We Offer:

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


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