Financial Adviser - Berkswell

Artemis Recruitment Consultants • Coventry, England • Posted July 06, 2026

About the Role

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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