Independent Financial Adviser — Flexible Path to Chartered Status

Artemis Recruitment Consultants Ltd; Newport; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent financial advisory firm in Newport is seeking an Independent Financial Adviser. This role includes developing a client portfolio, providing compliant financial advice, and conducting thorough market research. Ideal candidates will exhibit strong communication skills and a commitment to professional qualifications. The company offers a robust benefits package including a pension scheme, generous leave, and flexible work options, aiming to foster professional growth and personal well-being.

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

• Strong commitment to professional development and progressing towards Chartered status.
• Engaging fully with development support to enhance professional knowledge.
• Proactive approach in business development and client management.

Responsibilities

• Develop and expand a client portfolio while maintaining accurate records.
• Provide ongoing financial advice compliant with regulatory requirements.
• Conduct research and analysis for suitable financial solutions.
• Generate new business opportunities through referrals and networks.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets and products

Ability to assess and interpret the needs and objectives of clients

Capacity to cultivate strategic relationships

Proactive mindset with demonstrable initiative

Education

Commitment to undertaking advanced professional qualifications

Job description

A prominent financial advisory firm in Newport is seeking an Independent Financial Adviser. This role includes developing a client portfolio, providing compliant financial advice, and conducting thorough market research. Ideal candidates will exhibit strong communication skills and a commitment to professional qualifications. The company offers a robust benefits package including a pension scheme, generous leave, and flexible work options, aiming to foster professional growth and personal well-being.