INDEPENDENT FINANCIAL ADVISER - HARPENDEN

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

INDEPENDENT FINANCIAL ADVISER - HARPENDEN

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Harpenden. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement.

Key Responsibilities

• Demonstrating a strong entrepreneurial approach and proactively developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations.
• Providing ongoing financial advice in accordance with all regulatory requirements.
• Conducting thorough research and analysis to identify suitable financial solutions aligned with clients’ needs.
• Gathering, evaluating, and documenting all necessary information to deliver advice in accordance with organisational standards.
• Generating new business opportunities through referrals and professional networks.
• Collaborating effectively with colleagues to uphold the organisation’s values, standards, and culture.
• Engaging fully with the development support provided to enhance professional knowledge and capability.
• Benefiting from flexible employment structures designed to accommodate individual professional and personal circumstances.

Skills & Attributes

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• 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.

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