Independent Financial Adviser - Grow Your Client Portfolio

Artemis Recruitment Consultants Ltd; Chepstow; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading financial advisory firm in Chepstow is seeking an Independent Financial Adviser to join their team. In this role, you will develop and expand a client portfolio while providing compliant financial advice. Ideal candidates will have a strong understanding of financial markets and excellent communication skills. This position offers a clear pathway for professional advancement along with competitive benefits including a pension scheme and flexible working options.

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 advanced professional qualifications.
• Strong presentation and communication skills required.
• Comprehensive understanding of financial markets needed.

Responsibilities

• Develop and expand a client portfolio.
• Provide ongoing financial advice per regulatory requirements.
• Conduct research to identify financial solutions.

Skills

Presentation skills

Communication skills

Understanding of financial markets

Client assessment skills

Relationship-building

Proactive mindset

Education

Advanced professional qualifications (towards Chartered status)

Job description

A leading financial advisory firm in Chepstow is seeking an Independent Financial Adviser to join their team. In this role, you will develop and expand a client portfolio while providing compliant financial advice. Ideal candidates will have a strong understanding of financial markets and excellent communication skills. This position offers a clear pathway for professional advancement along with competitive benefits including a pension scheme and flexible working options.