Financial Adviser - Brighton

Artemis Recruitment Consultants

📍 Brighton, England, United Kingdom

Full-time Financial Specialists

Job Description

Financial Adviser - Brighton

Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions.


Duties & Responsibilities


Client Discovery & Financial Planning

  • Conduct comprehensive fact-finding to assess clients’ personal and financial circumstances, financial knowledge, experience, attitude to risk, and capacity for loss.

  • Establish and regularly review clients’ risk profiles and financial objectives, ensuring they are specific, measurable, and aligned with their needs and aspirations.

  • Evaluate the suitability of existing financial arrangements and recommend tailored financial planning solutions based on thorough product and market research.

  • Clearly articulate the rationale, be...
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