Financial Services Advisor

4 days ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a motivated and dedicated Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd in Liverpool. This role offers an excellent opportunity for career development and progression.

Salary: £24,000 - £30,000 per annum

The successful candidate will be responsible for advising clients on their financial needs and providing personalized recommendations. Key responsibilities include:

  • Prospecting and contacting potential clients in accordance with the firm's business plan
  • Maintaining all supporting documents
  • Contacting clients in accordance with the agreed level of services offered
  • Ensuring clients receive relevant documentation in a timely manner

Qualifications and experience required include:

  • A good understanding and knowledge of relevant legislation affecting the financial industry
  • Previous experience within financial services
  • Able to understand the environment we operate in and the issues this raises


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