Independent Financial Adviser — Path to Chartered Growth

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

Job summary

A leading financial planning firm in Swindon seeks an Independent Financial Adviser to provide tailored advice and develop a client portfolio. You will engage with clients to deliver compliant financial solutions, while benefiting from a robust support system to enhance your professional growth. The firm offers a competitive benefits package, including a company pension scheme, 25 days’ annual leave, and flexible working conditions to help manage your work-life balance. This is an exceptional opportunity in a well-respected 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

• Strong commitment to undertake advanced professional qualifications and progressing toward Chartered status.
• Demonstrated initiative and proactive mindset in developing client relationships.
• Comprehensive understanding of financial products and markets.

Responsibilities

• Develop and expand a client portfolio with organizational support.
• Provide ongoing financial advice in compliance with regulatory requirements.
• Conduct thorough research to identify suitable financial solutions for clients.
• Engage with development support to enhance professional knowledge.
• Generate new business opportunities through referrals.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets

Ability to assess client needs

Capacity to cultivate strategic relationships

Proactive mindset

Education

Commitment to advanced professional qualifications

Job description

A leading financial planning firm in Swindon seeks an Independent Financial Adviser to provide tailored advice and develop a client portfolio. You will engage with clients to deliver compliant financial solutions, while benefiting from a robust support system to enhance your professional growth. The firm offers a competitive benefits package, including a company pension scheme, 25 days’ annual leave, and flexible working conditions to help manage your work-life balance. This is an exceptional opportunity in a well-respected firm.