Financial Adviser - Colchester

Artemis Recruitment Consultants

  • Colchester, Essex
  • £40,000-60,000 per year
  • Permanent
  • Full-time
  • 19 days ago
  • Apply easily
Our client is looking to welcome a Financial Adviser into their team in Colchester, 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 requirementsWe 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

Artemis Recruitment Consultants