Independent Financial Adviser: Build Your Client Portfolio

Artemis Recruitment Consultants Ltd; Royal Tunbridge Wells; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable financial services firm in Tunbridge Wells seeks an Independent Financial Adviser to provide tailored financial solutions and develop a client portfolio. Ideal candidates will have strong communication skills and a commitment to professional growth. The role offers a supportive environment for advancement along with an attractive benefits package, including a company pension scheme and flexible leave options.

Benefits

Company pension scheme

Death in service benefit

25 days’ annual leave

Flexible benefits package

Additional day of leave on birthdays

Option to purchase additional annual leave

Enhanced family-friendly policies

Cycle-to-work scheme

Qualifications

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• Strong presentation and communication skills.
• Comprehensive understanding of financial markets and products.

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice in accordance with regulatory requirements.
• Conduct research to identify suitable financial solutions.

Skills

Commitment to advanced professional qualifications

Strong presentation and communication skills

Understanding of financial markets and products

Ability to assess clients' needs

Capacity to cultivate relationships

Proactive mindset

Job description

A reputable financial services firm in Tunbridge Wells seeks an Independent Financial Adviser to provide tailored financial solutions and develop a client portfolio. Ideal candidates will have strong communication skills and a commitment to professional growth. The role offers a supportive environment for advancement along with an attractive benefits package, including a company pension scheme and flexible leave options.