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