Financial Adviser/Trainee Financial Adviser

3 weeks ago

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

We are seeking a highly motivated and detail-oriented Financial Adviser/Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd. As a Financial Adviser/Trainee Financial Adviser, you will be responsible for providing expert financial advice to clients and supporting the development of our financial services team.

Key Responsibilities:
  • Prospecting and contacting potential clients to discuss their financial needs and objectives.
  • Conducting thorough financial assessments and providing tailored advice to clients.
  • Developing and maintaining strong relationships with clients to ensure their ongoing financial needs are met.
  • Staying up-to-date with industry developments and regulatory changes to ensure compliance and best practice.
  • Collaborating with colleagues to achieve team goals and objectives.
Requirements:
  • Relevant qualifications and experience in financial services.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial products and services.
  • Ability to build strong relationships with clients and colleagues.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.

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