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Client-Focused Financial Adviser; Chartered Path

Job in Leicester, Leicestershire, LE1, England, UK
Listing for: Artemis Clarke Ltd
Full Time position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Client-Focused Financial Adviser (Chartered Path)

Artemis Clarke Ltd. in Hertfordshire is seeking a Financial Adviser to guide clients toward appropriate strategies and objectives. You will prospect new clients, gather essential information, and manage portfolios in line with mandates and client goals.

Responsibilities include maintaining compliance, staying updated with FCA rules, and coordinating with admin support and Paraplanners. A minimum Level 4 Diploma is required, with a view to Chartered status.

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