Financial Adviser - Berkswell

Artemis Recruitment Consultants · Coventry, England, United Kingdom

Location

Coventry

Job Type

Full-time

Posted

June 28, 2026

Job Description

Financial Adviser - Berkswell
Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice.

Specific responsibilities
Prospecting and contacting potential clients in accordance with the firm’s business plan

Making sure sufficient client information is obtained before any recommendation is made

Making sure you follow relevant advice and sales procedures at all times

Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition

Undertaking appropriate product and market research

Making sure suitable recommendations are made at all times

Making sure all supporting documents are maintained

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