Independent Financial Adviser — Grow Your Client Portfolio

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

Job summary

A leading recruitment firm is looking for an Independent Financial Adviser in Harpenden. The role involves developing a client portfolio, providing compliant financial advice, and conducting thorough research for tailored financial solutions. Successful candidates will be proactive in their approach and possess strong communication skills, with opportunities for professional advancement within a growing organization. Benefits include a company pension scheme, flexible benefits package, and additional leave on birthdays.

Benefits

Company pension scheme

Death in service benefit

25 days’ annual leave

Flexible benefits package

Additional 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.
• Capacity to demonstrate entrepreneurial approach.

Responsibilities

• Proactively develop and expand a client portfolio.
• Provide ongoing financial advice adhering to regulatory requirements.
• Conduct thorough research to identify suitable financial solutions.
• Maintain accurate client records for compliant recommendations.
• Generate new business opportunities through referrals.

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 within the industry

Proactive mindset with demonstrable initiative

Job description

A leading recruitment firm is looking for an Independent Financial Adviser in Harpenden. The role involves developing a client portfolio, providing compliant financial advice, and conducting thorough research for tailored financial solutions. Successful candidates will be proactive in their approach and possess strong communication skills, with opportunities for professional advancement within a growing organization. Benefits include a company pension scheme, flexible benefits package, and additional leave on birthdays.