Wealth Management Advisor
3 days ago
We are seeking a Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. As a key member of our organization, you will be responsible for assisting in the development and implementation of processes related to client charging, onboarding, and information management. This role presents an excellent opportunity for professional growth and advancement, with potential to qualify as an adviser and move into leadership positions such as Head of Office in the future.
Key Responsibilities
- Ensure that the office culture aligns with the company's overall culture.
- Compliance: Complete FCA training requirements and maintain personal CPD records; assist the Compliance Manager in ensuring monitoring and maintenance of client onboarding and communication meets company requirements and FCA regulations.
Training & Competence
- Take responsibility for meeting personal Training & Competence requirements.
Client Acquisition
- Work collaboratively with the Head of Advice to develop business management goals and objectives.
- Assist in implementing business plans and strategies to promote goal attainment.
- Promote the company within the local community through networking.
- Present at company events and conferences.
- Maintain a confident image to clients and the public to ensure positive word-of-mouth referrals.
- Contact clients to schedule meetings, either in-office or at their premises.
- Conduct thorough reviews of clients' financial situations, current provisions, and future aspirations.
- Develop tailored financial strategies.
- Gather information from various sources, including financial product providers.
- Review and respond to changes in clients' needs and financial circumstances.
- Promote and sell financial products to meet sales targets.
- Stay up-to-date with financial products and legislation.
- Notify clients about new financial products or legislative changes affecting their savings and investments.
- Meet regulatory requirements, such as disclosure and costs of services provided.
Reporting
- Verify reports regarding calculations made.
Salary
£40,000 - £60,000 per annum (dependent on experience).
Benefits
- A competitive salary range of £40,000 - £60,000 per annum.
- Opportunities for career growth and advancement.
- Professional development opportunities.
-
Private Client Wealth Advisor
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are pleased to announce an exciting opportunity for a Private Client Wealth Advisor to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services department, you will be responsible for providing high-quality financial planning solutions to clients and prospective clients.Key Responsibilities:To meet with clients and...
-
Wealth Management Professional
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Management ProfessionalWe are seeking a Wealth Management Professional to join our team at Artemis Recruitment Consultants Ltd in Dorking. The successful candidate will be responsible for providing expert financial advice to clients and managing their wealth.Key ResponsibilitiesAssess clients' financial needs and provide tailored adviceDevelop and...
-
Head of Wealth Advisory Division
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description: Head of Wealth Advisory DivisionWe are looking for a highly skilled Head of Wealth Advisory Division to lead our client's advisory team in Dorking. The successful candidate will be responsible for driving the growth and success of this well-established wealth advisory firm.The ideal candidate will have a strong background in Wealth...
-
Junior Wealth Management Professional
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a Junior Wealth Management Professional to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for researching investment funds and financial products, reviewing asset allocation, creating financial cashflow forecasts, and preparing comprehensive financial plans.The ideal...
-
Senior Wealth Management Specialist
3 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeLeadership Role: Head of Financial AdviceWe are looking for an experienced and ambitious Head of Financial Advice to join our esteemed client in Dorking. This leadership role will play a pivotal part in driving the company's growth plan forward.The ideal candidate will have a strong background in wealth management/financial advice, excellent people...
-
Regulatory Advisor
1 week ago
Dorking, Surrey, United Kingdom Lutine Bell Full timeJob Title: Regulatory AdvisorWe are looking for a talented Regulatory Advisor to join our Lutine Bell team. In this role, you will play a crucial part in ensuring our organization's compliance with regulatory requirements, focusing on Conduct Risk and positive Customer Outcomes.Your responsibilities will include reviewing and approving marketing materials,...
-
Senior Financial Advisor
3 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are currently looking for a Senior Financial Advisor to join our team at Artemis Recruitment Consultants Ltd in Dorking. This is an exciting opportunity to work with a dynamic company and contribute to the growth and success of our financial services division.The Senior Financial Advisor will be responsible for:Managing a portfolio of high-net-worth...
-
Financial Conduct Advisor
2 weeks ago
Dorking, Surrey, United Kingdom CV Library Full timeWe are seeking an experienced Financial Conduct Advisor to join our team in Dorking, Surrey. This is an excellent opportunity to work for a leading provider of compliance solutions and contribute to the success of our business.About the RoleIn this role, you will be responsible for managing the Compliance Mailbox, responding to regulatory queries, and...
-
Dorking Financial Advisor
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJoin our dynamic team at Artemis Recruitment Consultants Ltd as a Financial Advisor in Dorking!About the RoleThis is an exciting opportunity to work with a reputable company, providing expert financial advice to clients.We offer a competitive salary package, including a base salary of £50,000 per annum, plus benefits.Key ResponsibilitiesConducting meetings...
-
Senior Financial Advisor
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout This Opportunity">We are excited to offer this challenging and rewarding role to a talented and motivated individual. As a senior financial advisor, you will play a key role in helping us deliver exceptional service to our clients.">Main Responsibilities">Key responsibilities of this role include:">">Assisting with compliance training and...
-
Dedicated Private Client Legal Advisor Role
2 weeks ago
Dorking, Surrey, United Kingdom Henderson Scott UK Full timeJob Description: Dedicated Private Client Legal Advisor Role in Dorking, Surrey. We are seeking a highly motivated and experienced lawyer to join our team as a Dedicated Private Client Legal Advisor. The successful candidate will have a strong background in private client law and a proven track record of delivering exceptional results.About the RoleThe ideal...
-
Financial Services Director
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Opportunity: Financial Services DirectorWe are excited to offer a unique opportunity for a talented Financial Services Director to join our client's advisory team in Dorking. The successful candidate will be responsible for leading the team and driving the growth and success of this well-established wealth advisory firm.The ideal candidate will have a...
-
Wealth Management Head Role
1 week ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeEstimated Salary: £80,000 - £110,000 per annumJob DescriptionThe successful candidate will be responsible for providing leadership across the Adviser team, developing a people-centric culture, and ensuring good outcomes for clients and advisers.You will have deep sector knowledge and be accountable for the advisory division's vision, strategy, performance,...
-
Senior Financial Advice Leader
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial Advice LeaderWe are seeking an experienced Senior Financial Advice Leader to join our client, a well-established wealth advisory firm based in Dorking. This is an exciting opportunity for someone who wants to drive the growth and success of this established business.The successful candidate will be responsible for providing...
-
Executive Manager of Financial Operations
1 week ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole ResponsibilitiesThe successful candidate will provide leadership across the Adviser team, developing a people-centric culture that ensures good outcomes for clients and Advisers. As a thought leader, they will be accountable for the advisory division's vision, strategy, performance, and delivery of results, taking a lead role in coordinating and...
-
Facilities Management Specialist
3 days ago
Dorking, Surrey, United Kingdom Unum Insurance Full timeAre you a skilled facilities management professional looking for a challenging role in Dorking?Salary:£45,000 - £55,000 per annumWe are seeking a highly organized and efficient Facilities Coordinator to join our team at Unum Insurance. As a Facilities Coordinator, you will play a key role in the provision of professional facilities management services,...
-
Talent Management Professional
2 weeks ago
Dorking, Surrey, United Kingdom Zachary Daniels Full timeZachary Daniels is seeking an experienced Talent Management Professional to join our team as an HR Advisor in North West London.This exciting opportunity comes with a salary of up to £45,000 and offers a unique chance to advance your HR career in a dynamic and supportive environment.The successful candidate will have CIPD Level 3 or above and a proven track...
-
Regulatory Affairs Manager
2 weeks ago
Dorking, Surrey, United Kingdom Cedar Recruitment Careers Full time**Regulatory Compliance Role**Cedar Recruitment Careers is hiring a Compliance Advisor for a reputable Insurance company based in Dorking, Surrey.This is a permanent, full-time position with an estimated salary of £50,000 + Benefits.The successful candidate will have experience in compliance audit or a regulated sales environment and a strong understanding...
-
Regulatory Governance Specialist
2 weeks ago
Dorking, Surrey, United Kingdom CV Library Full timeThis is an excellent opportunity for a highly skilled Regulatory Governance Specialist to join our team as a Compliance Advisor. The ideal candidate will have a solid understanding of regulatory compliance and experience working in a regulated sales environment. As a Compliance Advisor, you will play a key role in ensuring that our company meets the highest...
-
Digital Product Visionary
3 days ago
Dorking, Surrey, United Kingdom Unum Insurance Full timeUnum UK is seeking a talented Digital Product Owner to drive the development and execution of our proposition roadmap.">About the Role">We are looking for a self-starter with excellent relationship-building, collaboration, stakeholder management, and communication skills to develop innovative digital propositions that enhance customer value, improve...