Financial Planning Expert

5 days ago


Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Adviser Role in Glasgow

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering exceptional holistic financial planning advice to a portfolio of retail clients.

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

Key Responsibilities:

  1. Provide technical and investment advice on all aspects of clients' requirements and wealth management planning.
  2. Create, build, and maintain long-term client relationships through quality of service and advice.
  3. Conduct research and data analysis for both clients and special projects.
  4. Keep up to date with all relevant regulations and legislation relevant to the role.
  5. Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).


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