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Financial Adviser - Berkswell

Artemis Recruitment Consultants

Coventry, England, United Kingdom Full-time June 19, 2026
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Opportunity 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

    • <...
    Full-time Financial Specialists

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    Opportunity Details

    Location Coventry, England
    Country United Kingdom
    Type Full-time
    Category Financial Specialists
    Posted June 19, 2026
    Deadline July 29, 2026

    About Artemis Recruitment Consultants

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    Artemis Recruitment Consultants

    Coventry, United Kingdom

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