Financial Planning Specialist

4 weeks ago


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

Artemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to advise clients on their financial needs and objectives. The successful candidate will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.

The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience in a Financial Adviser capacity. They will also have a strong understanding of pensions and wealth management planning solutions.

The role will involve:

  1. Providing technical and investment advice to clients.
  2. Building and maintaining long-term client relationships.
  3. Conducting research and data analysis for clients and special projects.
  4. Staying up-to-date with relevant regulations and legislation.
  5. Complying with the Financial Conduct Authority (FCA) regulations.

The successful candidate will be a strong communicator with excellent interpersonal skills. They will be able to work independently and as part of a team to deliver high-quality results.



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