Financial Advisor
other jobs Artemis Recruitment Consultants Ltd
Added before 4 Days
- England,South East,Buckinghamshire
- Full Time, Permanent
- £60,000 - £70,000 per annum
Job Description:
Job Title: Financial Adviser
Location: Marlow, Buckinghamshire (Hybrid – 2 days WFH)
Salary: Competitive + Performance Bonus
Contract: Full-time, Permanent
About the Role:
We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships.
Key Responsibilities:
*Conduct detailed financial reviews and create tailored plans for clients.
*Advise on investments, pensions, tax, trusts, and estate planning.
*Build and maintain strong relationships with HNW clients.
*Collaborate with other professionals to deliver holistic advice.
*Supervise and support administrators and paraplanners.
*Stay up-to-date with market trends, products, and regulations.
Requirements:
*Minimum 5 years’ experience as a Financial Adviser managing HNW clients.
*Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable.
*Strong technical knowledge of UK investment, tax, trust, and pension products.
*Excellent communication, analytical, and problem-solving skills.
*Commitment to client-focused advice and confidentiality.
Benefits:
*Competitive salary + performance-based bonuses.
*Pension, death in service, and cashplan benefits.
*25 days annual leave.
*Flexible working with 2 days WFH.
*Professional development and career progression opportunities.
How to Apply:
If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
Location: Marlow, Buckinghamshire (Hybrid – 2 days WFH)
Salary: Competitive + Performance Bonus
Contract: Full-time, Permanent
About the Role:
We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships.
Key Responsibilities:
*Conduct detailed financial reviews and create tailored plans for clients.
*Advise on investments, pensions, tax, trusts, and estate planning.
*Build and maintain strong relationships with HNW clients.
*Collaborate with other professionals to deliver holistic advice.
*Supervise and support administrators and paraplanners.
*Stay up-to-date with market trends, products, and regulations.
Requirements:
*Minimum 5 years’ experience as a Financial Adviser managing HNW clients.
*Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable.
*Strong technical knowledge of UK investment, tax, trust, and pension products.
*Excellent communication, analytical, and problem-solving skills.
*Commitment to client-focused advice and confidentiality.
Benefits:
*Competitive salary + performance-based bonuses.
*Pension, death in service, and cashplan benefits.
*25 days annual leave.
*Flexible working with 2 days WFH.
*Professional development and career progression opportunities.
How to Apply:
If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
Job number 3453199
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...