Independent Financial Adviser: Growth, Flexibility, Impact

Artemis Recruitment Consultants Ltd; Bridgend; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Chartered Financial Planning firm in Bridgend is seeking an Independent Financial Adviser to develop and manage a client portfolio while providing tailored financial solutions. The ideal candidate will demonstrate strong communication skills and a proactive mindset. This role offers a comprehensive benefits package, including a company pension scheme, generous leave entitlements, and professional development opportunities for career advancement.

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

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice per regulatory requirements.
• Conduct research to identify suitable financial solutions.
• Gather and document necessary information for advice.
• Generate new business through referrals and networks.

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 demonstrable initiative

Education

Commitment to advanced professional qualifications

Job description

A leading Chartered Financial Planning firm in Bridgend is seeking an Independent Financial Adviser to develop and manage a client portfolio while providing tailored financial solutions. The ideal candidate will demonstrate strong communication skills and a proactive mindset. This role offers a comprehensive benefits package, including a company pension scheme, generous leave entitlements, and professional development opportunities for career advancement.