FINANCIAL ADVISER - LEICESTER

Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: 

• Provide technical and investment advice on all aspects of client’s requirements and wealth management planning
• Create, build and maintain long-term client relationships, through quality of service and advice
• Communicate information to clients in a manner appropriate for their level of understanding
• Maintain own knowledge of current affairs and the potential impact on client issues
• Explain the potential benefits and disadvantages of various products and services recommended to clients
• 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)
• Adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

• Have a Level 4 Diploma in Financial Planning
• Have a minimum of 2 years’ experience in a Financial Adviser capacity 
• Have strong understanding of the full range of pensions and wealth management planning solutions 
• Be highly driven, self-motivated, have high initiative and be a good team player
• Be able to research, analyse and interpret a diverse range of highly technical information
• Possess excellent communication and negotiation skills
• Have excellent literacy, numeracy, and IT skills
• Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
• Have an ethical and professional approach to work

 
Qualification requirements

We expect an individual in this role to hold the following qualifications:

• The minimum level is “level 4” Diploma with the aim of achieving Chartered status

If you would like to apply for this position, then please email a copy of your CV to josie@artemisrecruitment.co.uk