Financial Adviser - Dundee

Artemis Clarke Ltd; Dundee; On-site; GBP 72,000 - 88,000; Full time

Job summary

Artemis Clarke Ltd in Dundee is seeking an experienced Independent Financial Adviser to provide holistic financial planning services to a diverse client base. You will be supported by Paraplanners and a dedicated support team to focus on delivering excellent client outcomes while growing your portfolio.

The role emphasizes building long-term client relationships, developing introducer networks, and delivering tailored financial planning solutions in a collaborative, compliant environment.

Qualifications

• Previous experience as an Independent Financial Adviser or Financial Planner.
• Level 4 Diploma in Financial Planning (minimum).
• A current Statement of Professional Standing (SPS).
• Strong technical knowledge across pensions, investments, protection and tax-efficient planning.
• Excellent communication and relationship-building skills.
• A client-focused approach with a commitment to delivering outstanding service.

Responsibilities

• Conduct comprehensive reviews of clients' financial circumstances and objectives.
• Provide holistic financial planning across pensions, investments, protection, inheritance tax and retirement planning.
• Develop tailored financial planning recommendations with the Paraplanning team.
• Complete client risk assessments and suitability reviews.
• Research financial products to meet clients' needs and present recommendations.
• Guide clients through informed financial decisions and monitor plans for ongoing suitability.
• Maintain compliant client records in line with FCA requirements.
• Build long-term client relationships through referrals, networking and business development.

Skills

Communication skills

Relationship-building

Analytical thinking

Problem-solving

Organisational skills

Time management

Team collaboration

Business development

Client service mindset

Education

Level 4 Diploma in Financial Planning

Statement of Professional Standing (SPS)

Job description

Financial Adviser - Dundee

Location: Dundee
Salary: Up to £80,000, depending on experience

An exciting opportunity has arisen for an experienced Independent Financial Adviser to join a growing and well-established financial planning firm.

As part of an expanding advisory team, you will provide holistic financial planning advice to a diverse client base, helping individuals and businesses achieve their long-term financial goals. You'll be supported by an experienced team of Paraplanners, Business Managers and dedicated support staff, allowing you to focus on delivering exceptional client outcomes and growing your client portfolio.

This role is ideal for a technically strong adviser who enjoys building long-term client relationships, developing professional introducer networks, and delivering tailored financial planning solutions.

Key Responsibilities

• Conduct comprehensive reviews of clients' financial circumstances, objectives and existing arrangements.
• Provide holistic financial planning advice across pensions, investments, protection, inheritance tax and retirement planning.
• Work closely with the Paraplanning team to develop tailored financial planning recommendations.
• Complete client risk assessments and suitability reviews.
• Research financial products and investment solutions to meet clients' individual needs.
• Present recommendations and guide clients through informed financial decisions.
• Monitor and review clients' financial plans to ensure ongoing suitability.
• Keep up to date with changes in legislation, regulation and financial products.
• Liaise with internal support teams to ensure a seamless client experience.
• Maintain accurate and compliant client records in line with FCA requirements.
• Build and develop long‑term client relationships through referrals, networking and business development.
• Promote the firm's financial planning proposition to prospective clients.
• Ensure all advice and client interactions are delivered in accordance with regulatory and compliance standards.

Candidate Requirements

To be considered for this opportunity, you should have:

• Previous experience as an Independent Financial Adviser or Financial Planner.
• Level 4 Diploma in Financial Planning (minimum).
• A current Statement of Professional Standing (SPS).
• Strong technical knowledge across pensions, investments, protection and tax-efficient planning.
• Excellent communication and relationship-building skills.
• A client-focused approach with a commitment to delivering outstanding service.
• Strong analytical and problem‑solving abilities.
• Excellent organisational and time management skills.
• The ability to work both independently and collaboratively within a team.
• A proactive approach to business development and growing your client portfolio.

What's on Offer

• Salary of up to £80,000, depending on experience.
• Dedicated Paraplanning and administrative support.
• Opportunity to join a growing, collaborative financial planning firm.
• Ongoing professional development and career progression.
• Access to experienced technical and business support teams.
• The opportunity to build and develop your client portfolio within a supportive environment.
• A collaborative culture focused on delivering outstanding client outcomes.