Financial Planning Advisor

3 weeks ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Adviser - Farnborough (Desk Based)

Our client, a leading financial services company, is seeking a skilled Private Client Adviser to join their team in Farnborough.

Job Overview:

The successful candidate will be responsible for providing cost-effective, compliant, and whole of market financial planning advice to Pension Liability members, client bank, and new clients.

Key Responsibilities:

  • To develop and maintain a comprehensive understanding of the client's financial situation and goals.
  • To provide expert advice on pension transfers, investment strategies, and other financial planning matters.
  • To maintain accurate records and ensure compliance with regulatory requirements.
  • To build and maintain strong relationships with clients, colleagues, and external partners.

Requirements:

  • Proven experience in financial planning, with a focus on pension transfers and regulated planning.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.

Benefits:

  • Private Medical Insurance.
  • Life Assurance (4x salary).
  • Pension 6% Employer, 3% Employee.


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