Independent Financial Adviser - Flexible, Client Growth

Artemis Recruitment Consultants Ltd; Saffron Walden; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading recruitment consultancy is seeking an Independent Financial Adviser for their client, a prominent Chartered Financial Planning firm in Saffron Walden. The ideal candidate will have strong understanding of financial products, exceptional communication skills, and the drive to build a client portfolio. This role offers clear pathways for professional advancement, a supportive work environment, and a competitive benefits package including a pension scheme and additional annual leave. Join a firm dedicated to your growth and success.

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 leave

Enhanced family-friendly policies

Cycle-to-work scheme

Qualifications

• Must be committed to undertaking advanced professional qualifications and progressing towards Chartered status.
• Experience in financial advisory roles is preferred.
• Ability to develop and maintain a client portfolio.

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice in accordance with regulatory requirements.
• Conduct research and analysis to identify suitable financial solutions.
• Document all necessary information to deliver compliant advice.
• Generate new business opportunities through referrals.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets and products

Ability to assess and interpret client needs

Proactive mindset with demonstrable initiative

Education

Commitment to advanced professional qualifications

Job description

A leading recruitment consultancy is seeking an Independent Financial Adviser for their client, a prominent Chartered Financial Planning firm in Saffron Walden. The ideal candidate will have strong understanding of financial products, exceptional communication skills, and the drive to build a client portfolio. This role offers clear pathways for professional advancement, a supportive work environment, and a competitive benefits package including a pension scheme and additional annual leave. Join a firm dedicated to your growth and success.