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Financial Adviser
Job in
Leicester, Leicestershire, LE1, England, UK
Listed on 2026-07-29
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Financial Adviser
Our client is looking to welcome a Financial Adviser into their team in Leicester, delivering top quality holistic financial planning advice to a portfolio of retail clients.
Responsibilities- Provide technical and investment advice on all aspects of clients' 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
- Explain the potential benefits and disadvantages of products and services recommended to clients
- Adhere to compliance procedures and comply with FCA regulations
- Have a Level 4 Diploma in Financial Planning
- Have a minimum of 2 years' experience in a Financial Adviser capacity
- Have a strong understanding of the full range of pensions and wealth management planning solutions
- Possess excellent communication and negotiation skills
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