Independent Financial Adviser – Growth & Flexibility

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

Job summary

A leading financial planning firm in Belfast seeks an Independent Financial Adviser to develop client portfolios and provide compliant financial advice. Candidates should have strong communication skills and a proactive mindset, pursuing advanced qualifications towards Chartered status. The role offers a supportive environment with numerous benefits like a pension scheme, additional annual leave, and enhanced family-friendly policies.

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

• Ambition to achieve Chartered status in financial advice.
• Strong communication and relationship-building abilities.
• Deep knowledge of financial products and markets.

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice while adhering to regulations.
• Conduct thorough research to identify suitable financial solutions.
• Gather and document necessary information for delivering advice.
• Generate new business opportunities through referrals and networks.
• Collaborate effectively with colleagues on company standards.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets and products

Ability to assess and interpret clients' needs

Proactive mindset with demonstrable initiative

Education

Commitment to advanced professional qualifications

Job description

A leading financial planning firm in Belfast seeks an Independent Financial Adviser to develop client portfolios and provide compliant financial advice. Candidates should have strong communication skills and a proactive mindset, pursuing advanced qualifications towards Chartered status. The role offers a supportive environment with numerous benefits like a pension scheme, additional annual leave, and enhanced family-friendly policies.