Senior Financial Adviser

5 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Artemis Recruitment Consultants Ltd: Financial Consultant (Trainee Adviser) - London

Our company is looking for a talented individual to fill the role of Trainee Financial Adviser, based in Canary Wharf, London. This position is ideal for those who are close to achieving or have the Level 4 Qualification and want to start their career as a Financial Adviser in the UK.

As a Financial Consultant, your primary responsibility will be to build strong relationships with clients and provide them with expert advice on all aspects of financial planning. You will work closely with our team to uphold our company values and contribute to our success.

  • You will be responsible for providing high-quality financial advice to clients, utilizing proprietary tools and reports to enhance the quality of advice.
  • You will maintain accurate records and adhere to General Data Protection Act (GDPR) when handling client data.
  • You will stay up-to-date with FCA regulations, products, and policies, and communicate changes to clients.
  • You will build a detailed picture of each client's financial situation through dialogue and research, providing them with personalized advice.
  • You will utilize Salesforce and other tools to maintain relationships with clients and identify opportunities for growth.

The estimated salary for this position is £55,000 - £65,000 per year, depending on experience. We offer a range of benefits, including:

  • Remuneration equivalent to 70%-80% of new revenue generated.
  • A comprehensive training and development program tailored to your needs.
  • Middle office and back office support to help you succeed.
  • A fully equipped office space with a desk, phone, and other amenities.
  • Financial support for subsistence and marketing expenses.
  • The opportunity to purchase clients with financial assistance from our company.


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