Financial Adviser
Job description
Original text imported from Reed
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships.
Key Responsibilities:
- Provide tailored financial advice across investments, pensions, tax planning, inheritance, and protection
- Conduct regular client reviews and ensure ongoing suitability of advice
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and client meetings
- Ensure all client activity is compliant and accurately recorded on CRM systems
- Stay up to date with regulatory and industry changes
- Work closely with internal teams to deliver a high standard of service
Requirements:
- Level 4 Diploma in Financial Advice (essential)
- Minimum 3 years’ experience as a Financial Adviser
- Strong knowledge across key financial planning areas (excluding mortgages)
- Experience using cashflow modelling tools
- Excellent communication and interpersonal skills
- High level of professionalism, integrity, and client focus
Key Skills:
- Strong relationship-building ability
- Self-motivated and target-driven
- Organised with good attention to detail
- Adaptable and resilient
- Additional Information
- No direct management responsibilities
- Ongoing training and professional development provided
Flexible / Office-based)
£50,000 – £80,000 + Bonus (DOE)
Full-time | Permanent
How to Apply:
To apply, please submit your CV to Sam at Artemis Recruitment quoting Financial Adviser in the subject line.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Lead your Personal Statement with your Level 4 Diploma in Financial Advice, as the advert lists it as the sole essential qualification — place it in the first two lines.
📊 Quantify your client portfolio: e.g. 'Managed 120 active client relationships, generating £180k in new business revenue over 12 months' to directly address the business development requirement.
🎯 Name the specific cashflow modelling tool you use (e.g. Truth, Voyant, or CashCalc) in your Skills section, as the advert explicitly requires experience with these tools.
🌐 Include a compliance sub-section in your work history noting how you recorded client activity on CRM systems and maintained FCA suitability standards, mirroring the advert's compliance emphasis.
🤝 Highlight referral-led business wins in your bullet points — e.g. '65% of new clients sourced through referrals' — as the advert specifically calls out networking and referrals as a core business generation method.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed a portfolio of 115 active clients across pension, investment, and inheritance tax planning, achieving 97% annual review completion rate within FCA suitability guidelines.
- •Generated £220k in new business revenue over 12 months, with 58% sourced through client referrals and professional networking events.
- •Implemented Voyant cashflow modelling across all new client onboardings, reducing average financial plan preparation time by 30% and improving client engagement scores in annual surveys.
Free to copy — tailoring requires a 30-sec CV upload.
Your cover letter is ready
We've drafted a cover letter for Artemis Recruitment Consultants Ltd. Preview the opening, then unlock the full personalised version.
Letter preview — tailored to Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's Financial Adviser role is precisely aligned with the work I do best — delivering compliant, tailored financial planning across pensions, investments, tax, and protection. Holding the Level 4 Diploma in Financial Advice and with over four years of client-facing advisory experience, I have a strong track record of conducting thorough suitability assessments and maintaining accurate CRM records in line with FCA requirements.
My background in financial planning includes managing a portfolio of over 100 active clients, conducting annual reviews, and using cashflow modelling tools such as Voyant to illustrate long-term financial scenarios. I have consistently grown my client bank through referrals, with approximately 60% of new business originating from existing client recommendations — demonstrating the strength of the relationships I build.
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Interview questions
10 questions generated from this advert.
Technical
- ›Which cashflow modelling tools have you used, and how do you apply them in a client review meeting?
- ›How do you ensure ongoing suitability of advice following regulatory changes such as Consumer Duty?
- ›Walk me through your process for constructing a financial plan covering pensions, investments, and inheritance tax for a new client.
- ›How do you record and evidence client activity on a CRM system to satisfy FCA compliance requirements?
- ›What is your approach to staying current with changes in pension legislation and tax planning rules?
Behavioural
- ›Tell me about a time you identified a gap in a client's financial plan that they had not considered — how did you handle it?
- ›Describe a situation where you had to rebuild trust with a client who was dissatisfied with their advice or portfolio performance.
- ›Give an example of how you have generated new business through referrals or networking in a previous role.
- ›Tell me about a time you had to adapt your advice approach due to a significant regulatory or market change.
- ›Describe how you manage a large client bank while ensuring every client receives a timely and thorough annual review.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Give an example of how you have generated new business through referrals or networking in a previous role.
Tell me about a time you had to adapt your advice approach due to a significant regulatory or market change.
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