Independent Financial Adviser | Grow Your Client Portfolio

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

Job summary

A leading financial services firm based in Chelmsford is seeking an Independent Financial Adviser to join their team. The role involves developing a client portfolio, providing compliant financial advice, and conducting thorough research to offer suitable financial solutions. Candidates must demonstrate strong communication skills and a commitment to professional development. The firm offers a supportive environment with flexible benefits, ensuring a rewarding career with clear advancement pathways.

Benefits

Company pension scheme

Death in service benefit

25 days' annual leave

Flexible benefits package

Additional leave on birthdays

Option to purchase additional 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 support.
• Provide ongoing financial advice in accordance with regulatory requirements.
• Conduct research to identify suitable financial solutions.
• Document all necessary information for advice delivery.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets and products

Ability to assess and interpret client needs

Capacity to cultivate strategic relationships

Proactive mindset with initiative

Education

Commitment to advanced professional qualifications

Job description

A leading financial services firm based in Chelmsford is seeking an Independent Financial Adviser to join their team. The role involves developing a client portfolio, providing compliant financial advice, and conducting thorough research to offer suitable financial solutions. Candidates must demonstrate strong communication skills and a commitment to professional development. The firm offers a supportive environment with flexible benefits, ensuring a rewarding career with clear advancement pathways.