Independent Financial Adviser – Flexible Growth Path

Artemis Recruitment Consultants Ltd; King's Lynn; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading recruitment consultancy is seeking an Independent Financial Adviser in Kings Lynn. This pivotal role involves developing a client portfolio, providing financial advice, and conducting thorough analysis to help clients meet their financial goals. Ideal candidates should possess strong presentation skills, a deep understanding of financial markets, and a commitment to advancing professional qualifications. The position offers substantial benefits and opportunities for growth within one of the UK’s largest Chartered firms.

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 undertake professional qualifications.
• Strong understanding of financial products.
• Ability to cultivate strategic relationships.

Responsibilities

• Develop and expand a client portfolio.
• Provide ongoing financial advice.
• Conduct research for suitable financial solutions.
• Document necessary information for advice.
• Generate new business opportunities.
• Collaborate with colleagues to maintain standards.
• Engage with professional development support.

Skills

Presentation skills

Understanding of financial markets

Client needs assessment

Relationship building

Proactive mindset

Education

Advanced professional qualifications

Progressing towards Chartered status

Job description

A leading recruitment consultancy is seeking an Independent Financial Adviser in Kings Lynn. This pivotal role involves developing a client portfolio, providing financial advice, and conducting thorough analysis to help clients meet their financial goals. Ideal candidates should possess strong presentation skills, a deep understanding of financial markets, and a commitment to advancing professional qualifications. The position offers substantial benefits and opportunities for growth within one of the UK’s largest Chartered firms.