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Financial Adviser - Berkswell

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Artemis Recruitment Consultants
📍 Coventry, United Kingdom
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Location Coventry
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Posted June 24, 2026
🚗
Commute Local Area
🎯
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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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    📍 Location Details

    🌆
    City
    Coventry
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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