INDEPENDENT FINANCIAL ADVISER - NEWPORT

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

Job summary

A prominent financial advisory firm in Newport is seeking an Independent Financial Adviser. This role includes developing a client portfolio, providing compliant financial advice, and conducting thorough market research. Ideal candidates will exhibit strong communication skills and a commitment to professional qualifications. The company offers a robust benefits package including a pension scheme, generous leave, and flexible work options, aiming to foster professional growth and personal well-being.

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

• Strong commitment to professional development and progressing towards Chartered status.
• Engaging fully with development support to enhance professional knowledge.
• Proactive approach in business development and client management.

Responsibilities

• Develop and expand a client portfolio while maintaining accurate records.
• Provide ongoing financial advice compliant with regulatory requirements.
• Conduct research and analysis for suitable financial solutions.
• Generate new business opportunities through referrals and networks.

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

Proactive mindset with demonstrable initiative

Education

Commitment to undertaking advanced professional qualifications

Job description

Independent Financial Adviser – Newport

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