Wealth Management Advisor

3 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

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.


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