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Financial Planning Specialist

2 months ago

Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Adviser - Leicester

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.

Key Responsibilities:

  1. Provide expert technical and investment advice to clients on all aspects of their financial requirements and wealth management planning.
  2. Build and maintain long-term relationships with clients through exceptional service and advice.
  3. Conduct research and data analysis to support clients and special projects.
  4. Stay up-to-date with relevant regulations, legislation, policies, and procedures.
  5. Ensure compliance with the Financial Conduct Authority (FCA) regulations.

Requirements:

  1. Hold a Level 4 Diploma in Financial Planning.
  2. Have a minimum of 2 years' experience in a Financial Adviser capacity.
  3. Possess a strong understanding of pensions and wealth management planning solutions.

This is an excellent opportunity for a motivated and experienced Financial Adviser to join a reputable company and contribute to the success of their team.