Senior Financial Planning Specialist

4 days ago


Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time
{"h1":{"text":"Financial Adviser - Leicester"}},

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. The successful candidate will be responsible for delivering high-quality, holistic financial planning advice to a portfolio of retail clients.

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Main Responsibilities:

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  • 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 the client and special projects.,
  • Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role.,
  • Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).
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Requirements:

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  • Hold a Level 4 Diploma in Financial Planning.,
  • Have a minimum of 2 years' experience in a Financial Adviser capacity.,
  • Have a strong understanding of the full range of pensions and wealth management planning solutions.


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