Hertfordshire Financial Adviser Position
1 day ago
Job Title: Senior Financial Consultant - Hertfordshire
About the RoleThis is an exciting opportunity for a senior financial consultant to join our team at Artemis Recruitment Consultants Ltd in Hertfordshire.
Key responsibilities include:
- Prospecting and establishing relationships with potential clients in line with our business plan.
- Gathering and verifying client information prior to making any recommendations.
- Complying with relevant advice and sales procedures at all times.
- Maintaining client portfolios in accordance with their mandate, objectives, and our investment proposition.
- Conducting comprehensive product and market research.
- Providing tailored recommendations to clients at all times.
- Maintaining accurate records of client interactions.
- Communicating regularly with clients as per the agreed level of services offered.
- Ensuring timely provision of relevant documentation to clients.
- Addressing client inquiries efficiently and promptly.
- Adhering to fair treatment principles when interacting with clients.
- Identifying vulnerable or potentially vulnerable clients and adapting services accordingly.
- Strong understanding of relevant laws impacting our profession.
- Ability to grasp the nuances of our industry's operating environment.
- Outstanding written and verbal communication skills.
- Basic computer literacy.
- Capacity to create informative reports.
The estimated salary for this position is £50k+, dependent on qualifications and experience.
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