INDEPENDENT FINANCIAL ADVISER - WOKINGHAM

Artemis Recruitment Consultants Ltd; Wokingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm in Wokingham seeks an Independent Financial Adviser. The successful candidate will develop a client portfolio, provide compliant financial advice, and perform extensive research on financial solutions. This role offers a pathway to professional advancement and emphasizes flexibility in employment structures.

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 undertaking advanced professional qualifications and progressing towards Chartered status.
• Ability to cultivate strategic relationships within the industry.
• Proactive mindset with demonstrable initiative.

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice in accordance with regulatory requirements.
• Conduct thorough research to identify suitable financial solutions.
• Generate new business through referrals and professional 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 within the industry

Proactive mindset with demonstrable initiative

Education

Commitment to advanced professional qualifications towards Chartered status

Job description

INDEPENDENT FINANCIAL ADVISER – WOKINGHAM

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