Investment and Financial Advisor

3 weeks ago


Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Role Summary: As an Investment and Financial Advisor, you will be responsible for working closely with our experienced financial planners to provide expert advice to clients. Your key responsibilities will include developing comprehensive financial plans, supported by detailed suitability reports for regulated recommendations. You will also be required to prepare assessments and offer advice on defined benefit pensions, as well as supporting colleagues in this area when needed. Accurate delivery of client financial plans and ongoing reviews, along with timely processing of subsequent transactions, are essential. A seat on the Investment & Research Committee allows you to contribute to shaping the company's advice and expertise. Experience in handling complex financial arrangements such as family investment companies, share options, and international pensions will be highly valued in this role. The ideal candidate will possess a strong work ethic, a positive commercial attitude, and a desire to gain broad-based experience across financial planning and investment management at a leading firm.

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