Independent Financial Adviser – Grow Your Client Portfolio

Artemis Recruitment Consultants Ltd; Bath; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a cycle-to-work scheme. If you have strong communication skills and a solid understanding of financial markets, this opportunity is ideal for you.

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 obtaining Chartered status.
• Strong communication and presentation skills.
• Comprehensive understanding of financial products.

Responsibilities

• Develop and expand a client portfolio with support.
• Provide ongoing financial advice per regulations.
• Conduct research to identify suitable financial solutions.
• Engage in professional development to enhance capabilities.

Skills

Presentation skills

Communication skills

Understanding of financial markets

Proactive mindset

Education

Advanced professional qualifications

Job description

A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a cycle-to-work scheme. If you have strong communication skills and a solid understanding of financial markets, this opportunity is ideal for you.