Independent Financial Adviser — Flexible, Growth Path

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

Job summary

A leading financial advisory firm is seeking an Independent Financial Adviser based in Hereford. The role involves developing a client portfolio, providing ongoing financial advice, and ensuring compliance with all regulatory requirements. The ideal candidate will have strong presentation skills and an understanding of financial markets. The position offers a comprehensive benefits package, including a company pension scheme, 25 days' annual leave, and flexible benefits. This is an exceptional opportunity to join a growing, ambitious firm.

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

• Proactive in developing client portfolio with organisational support.
• Conduct research and analysis to identify suitable financial solutions.
• Engagement in continuous professional development.

Responsibilities

• Develop and expand a client portfolio.
• Provide ongoing financial advice in line with regulatory requirements.
• Generate business opportunities through referrals.

Skills

Commitment to advanced professional qualifications

Strong presentation and communication skills

Understanding of financial markets and products

Assessing client needs and objectives

Capacity to cultivate strategic relationships

Proactive mindset

Job description

A leading financial advisory firm is seeking an Independent Financial Adviser based in Hereford. The role involves developing a client portfolio, providing ongoing financial advice, and ensuring compliance with all regulatory requirements. The ideal candidate will have strong presentation skills and an understanding of financial markets. The position offers a comprehensive benefits package, including a company pension scheme, 25 days' annual leave, and flexible benefits. This is an exceptional opportunity to join a growing, ambitious firm.