INDEPENDENT FINANCIAL ADVISER - HEREFORD

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

Job summary

A leading financial advisory firm is seeking an Independent Financial Adviser based in Hereford. The role involves developing a client portfolio, providing ongoing financial advice, and ensuring compliance with all regulatory requirements. The ideal candidate will have strong presentation skills and an understanding of financial markets. The position offers a comprehensive benefits package, including a company pension scheme, 25 days' annual leave, and flexible benefits. This is an exceptional opportunity to join a growing, ambitious firm.

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

• Proactive in developing client portfolio with organisational support.
• Conduct research and analysis to identify suitable financial solutions.
• Engagement in continuous professional development.

Responsibilities

• Develop and expand a client portfolio.
• Provide ongoing financial advice in line with regulatory requirements.
• Generate business opportunities through referrals.

Skills

Commitment to advanced professional qualifications

Strong presentation and communication skills

Understanding of financial markets and products

Assessing client needs and objectives

Capacity to cultivate strategic relationships

Proactive mindset

Job description

INDEPENDENT FINANCIAL ADVISER - HEREFORD

We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Hereford. 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