Financial Adviser

Financial Adviser - £40-80k + Bonuses - Surrey - Hybrid

My client is a family run, award winning Wealth Management firm who strive to provide the best service to their clients, resulting in long lasting client relationships. Due to expansion, we are looking for an Adviser to join the team who enjoys being part of a close-knit team, working together to ensure the best advice is always given.

Whether you have 2 years’ experience and fully qualified, or have reached Chartered status, we would love to hear from you. This position will predominantly be servicing a established client bank and you will receive support with administration, allowing you to focus your attentions on building meaningful relationships with your clients.

In addition to an excellent base salary, you will receive a generous benefits package. Working to a hybrid model, you will be required to be in the Surrey office for a minimum of 2 days after initial training and potential for a London Hub in the future, in line with company growth.

Key Information

• Providing advice on Investments, Pensions as well as tax efficiencies
• Preparing financial plans to achieve client goals
• Full qualified to Level 4 minimum
• Excellent communication with proven track record of building client relationships
• Ability to uncover new business avenues with existing and potential clients
• Experience dealing with complex cases would be highly advantageous
• Limited travel to clients however a valid UK Driving Licence and access to a vehicle is essential

If you are fully qualified and would like to have a confidential conversation, please apply now.

Consultant: Pippa Collyer@ Artemis Recruitment