INDEPENDENT FINANCIAL ADVISER - KINGS LYNN

Artemis Recruitment Consultants Ltd; King's Lynn; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading recruitment consultancy is seeking an Independent Financial Adviser in Kings Lynn. This pivotal role involves developing a client portfolio, providing financial advice, and conducting thorough analysis to help clients meet their financial goals. Ideal candidates should possess strong presentation skills, a deep understanding of financial markets, and a commitment to advancing professional qualifications. The position offers substantial benefits and opportunities for growth within one of the UK’s largest Chartered firms.

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

• Commitment to undertake professional qualifications.
• Strong understanding of financial products.
• Ability to cultivate strategic relationships.

Responsibilities

• Develop and expand a client portfolio.
• Provide ongoing financial advice.
• Conduct research for suitable financial solutions.
• Document necessary information for advice.
• Generate new business opportunities.
• Collaborate with colleagues to maintain standards.
• Engage with professional development support.

Skills

Presentation skills

Understanding of financial markets

Client needs assessment

Relationship building

Proactive mindset

Education

Advanced professional qualifications

Progressing towards Chartered status

Job description

INDEPENDENT FINANCIAL ADVISER – KINGS LYNN

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Kings Lynn. 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

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