Financial Services Professional

2 months ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Field Financial Adviser

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between our company and clients. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilize their financial resources.

Key Responsibilities:
  • Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Cultivate a client base and build win-win relationships.
  • Network, generate leads, and identify opportunities to sell financial products and services to meet sales quotas.
  • Stay up-to-date with new industry trends and research the market to provide informed financial consulting.
  • Oversee the course of the financial plan and update it, if necessary, to ensure optimal financial outcomes.
  • Comply with all industry rules and regulations.
  • Liaise with financial providers, solicitors, valuers, and other professionals.
Requirements and Skills:
  • Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
  • Track record of successful financial guidance.
  • Ability to analyze market financial data and provide data-based advice.
  • Strong communication, negotiation, and presentation skills.
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
  • Excellent PC knowledge and ability to operate database systems.
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other).
  • Degree in Finance or related field (preferable).


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