Independent Financial Adviser — Flexible Career Growth

Artemis Recruitment Consultants Ltd; West Alvington; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Kingsbridge is seeking an Independent Financial Adviser. The role involves developing a client portfolio, providing financial advice, and conducting research for tailored financial solutions. Ideal candidates will have strong communication skills, a commitment to professional advancement, and a comprehensive understanding of financial markets. This position offers flexible employment structures and clear pathways for professional growth.

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 are essential.
• A comprehensive understanding of financial markets and products is crucial.

Responsibilities

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

Skills

Presentation skills

Communication skills

Understanding of financial markets and products

Client needs assessment

Relationship cultivation

Proactivity

Education

Commitment to advanced professional qualifications

Job description

A financial planning firm in Kingsbridge is seeking an Independent Financial Adviser. The role involves developing a client portfolio, providing financial advice, and conducting research for tailored financial solutions. Ideal candidates will have strong communication skills, a commitment to professional advancement, and a comprehensive understanding of financial markets. This position offers flexible employment structures and clear pathways for professional growth.