Collaborative Financial Advisor
3 days ago
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We are currently looking for a Collaborative Financial Advisor to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will work collaboratively with Financial Advisers to prepare recommendations and produce suitability reports for clients. Your primary responsibilities will include gathering information, preparing client records, and ensuring compliance with company policy.
You will be responsible for collecting and collating data about clients, identifying areas for planning, and sourcing solutions to meet their needs. Working closely with Financial Advisers, you will discuss client objectives, prepare financial reports, and provide analysis of product details. Administrative tasks such as new business processing, income matching, and management information may also be required.
To succeed in this role, you should have a strong understanding of the Financial Planning process and be able to achieve agreed outcomes without supervision. Excellent report writing skills and the ability to maintain good working relationships in a delivery-focused environment are essential. We estimate the salary for this position to be around £32,000 - £40,000 per annum.
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Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is hiring a Trainee Financial Adviser in Tring, Hertfordshire. This role involves assisting senior advisers in providing financial guidance to clients, developing research and analytical skills, and participating in client meetings.Role Overview:This Trainee position offers an exciting opportunity to develop your career in...
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