Independent Financial Adviser | Flexible Growth Path

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

Job summary

A leading financial advisory firm has a fantastic opportunity for an Independent Financial Adviser in Sidmouth. This role involves developing a client portfolio, delivering tailored financial solutions, and adhering to regulatory requirements. Candidates should possess strong communication, presentation skills, and a proactive mindset. Benefits include a pension scheme, 25 days annual leave, and family-friendly policies. Join a growing organisation that offers professional advancement and flexibility in employment structures.

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 thorough research to identify suitable financial solutions.

Skills

Presentation skills

Communication skills

Understanding of financial markets

Client needs assessment

Relationship building

Proactive mindset

Job description

A leading financial advisory firm has a fantastic opportunity for an Independent Financial Adviser in Sidmouth. This role involves developing a client portfolio, delivering tailored financial solutions, and adhering to regulatory requirements. Candidates should possess strong communication, presentation skills, and a proactive mindset. Benefits include a pension scheme, 25 days annual leave, and family-friendly policies. Join a growing organisation that offers professional advancement and flexibility in employment structures.