Independent Financial Adviser

Artemis Clarke Ltd; Bristol; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Company pension scheme

Death in service benefit

25 days' annual leave

Flexible benefits package

Birthday leave bonus

Job summary

Artemis Clarke Ltd is recruiting an Independent Financial Adviser in Bristol. The role focuses on providing independent, whole-of-market financial advice and delivering tailored, evidence-based financial solutions for clients.

You will build and manage a portfolio with entrepreneurial drive, comply with regulatory requirements, and leverage development support to enhance professional knowledge and capability within a leading Chartered firm.

Qualifications

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• Strong presentation and communication skills.
• Comprehensive understanding of financial markets and products.
• Ability to assess and interpret the needs and objectives of clients.
• Proactive mindset with demonstrable initiative.

Responsibilities

• Demonstrate a strong entrepreneurial approach, proactively developing and expanding a client portfolio with organisational support.
• Provide ongoing financial advice in accordance with all regulatory requirements.
• Conduct thorough research and analysis to identify suitable financial solutions aligned with clients' needs.
• Gather, evaluate, and document all necessary information to deliver advice in accordance with organisational standards.
• Generate new business opportunities through referrals and professional networks.
• Collaborate effectively with colleagues to uphold the organisation's values, standards, and culture.
• Engage fully with the development support provided to enhance professional knowledge and capability.

Skills

Qualifications progression

Communication skills

Financial markets knowledge

Client needs assessment

Proactive mindset

Job description

Independent Financial Adviser

We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in Bristol. This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice, delivering tailored, evidence-based financial solutions.

Key Responsibilities

• Demonstrate a strong entrepreneurial approach, proactively developing and expanding a client portfolio with organisational support.
• Provide ongoing financial advice in accordance with all regulatory requirements.
• Conduct thorough research and analysis to identify suitable financial solutions aligned with clients' needs.
• Gather, evaluate, and document all necessary information to deliver advice in accordance with organisational standards.
• Generate new business opportunities through referrals and professional networks.
• Collaborate effectively with colleagues to uphold the organisation's values, standards, and culture.
• Engage fully with the development support provided to enhance professional knowledge and capability.

Skills & Attributes

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• Strong presentation and communication skills.
• Comprehensive understanding of financial markets and products.
• Ability to assess and interpret the needs and objectives of clients.
• Proactive mindset with demonstrable initiative.

Benefits

• Company pension scheme
• Death in service benefit
• 25 days' annual leave
• Flexible benefits package
• Additional day of leave on birthdays
• Enhanced family-friendly policies
• Cycle-to-work scheme

If you are interested in applying for this role then please send a copy of your CV to [e-mail]