Independent Financial Adviser

Artemis Clarke Ltd; Leicester; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

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

Job summary

Artemis Clarke Ltd invites applications for an Independent Financial Adviser role based in Leicester. The firm is one of the UK's largest Chartered Financial Planning practices, offering independent, whole-of-market advice and tailored, evidence-based financial solutions.

The successful candidate will proactively grow a client portfolio, provide ongoing regulated advice, and collaborate with colleagues to uphold the firm's values and culture while developing professional knowledge through

Qualifications

• Demonstrated commitment to advanced professional qualifications and 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 initiative.

Responsibilities

• Proactively develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice in compliance with regulatory requirements.
• Conduct research and analysis to identify suitable financial solutions for clients.
• Gather, evaluate and document information to deliver compliant advice.
• Generate new business opportunities through referrals and professional networks.
• Collaborate with colleagues to uphold the organisation's values, standards and culture.

Skills

Entrepreneurial mindset

Presentation skills

Communication skills

Markets & products knowledge

Needs assessment

Proactive mindset

Education

Advanced qualifications

Pursuing Chartered status

Job description

Independent Financial Adviser

We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in Leicester. 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