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Financial Advisory Partner

2 months ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Advisory Partner Role with Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd is in search of a committed Financial Advisory Partner to join their esteemed team. This position offers the opportunity to collaborate with a skilled group of paraplanners and financial support staff, aiding in your development as a Financial Adviser.

As a partner in a distinguished financial advisory firm, you will provide independent counsel to affluent clients while also having the chance to acquire equity in the practice, promoting your professional advancement.

Key Responsibilities

  • Deliver strategic insights on a variety of financial products and services, including debt management, liquidity management, insurance solutions, and investment opportunities.
  • Assess clients' comprehensive financial landscapes, understand their needs, and formulate a solid financial plan.
  • Guide clients towards lucrative and secure financial choices.
  • Broaden your clientele and cultivate mutually advantageous relationships.
  • Engage in effective networking, identify potential leads, and leverage opportunities to market financial products to achieve sales objectives.
  • Remain updated on industry developments and perform market analysis to enhance financial consultations.
  • Oversee the execution of financial strategies and make necessary adjustments to ensure profitability.
  • Comply with all industry regulations and standards.
  • Collaborate with service providers, legal professionals, appraisers, and other specialists.

Qualifications and Skills

  • Proven experience in a role such as Financial Adviser, Financial Planner, or a comparable position.
  • Demonstrated success in providing effective financial guidance.
  • Ability to interpret financial data and deliver data-driven recommendations.
  • Excellent communication, negotiation, and presentation skills.
  • Attention to detail and the ability to convey complex information in a clear manner.
  • Competence in computer operations and database management.
  • Current certifications in relevant qualifications (FCA, CII, DipFA, CISI, or equivalent).
  • A degree in Finance or a related discipline is preferred.

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