Independent Financial Planner — Flexible Career Growth

Artemis Recruitment Consultants Ltd; Aberystwyth; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading financial advisory firm based in Aberystwyth seeks an Independent Financial Adviser to join their team. This role involves developing and expanding a client portfolio, providing financial advice, and conducting thorough research to ensure tailored solutions. Applicants should have strong communication skills and a commitment to advancing professional qualifications. Enjoy a comprehensive benefits package including a pension scheme, flexible benefits, and additional leave on birthdays.

Benefits

Company pension scheme

Death in service benefit

25 days’ annual leave

Flexible benefits package

Additional leave on birthdays

Option to purchase additional annual leave

Enhanced family-friendly policies

Cycle-to-work scheme

Qualifications

• Commitment to undertake professional qualifications towards Chartered status.
• Strong presentation and communication skills are essential.
• Demonstrated understanding of financial markets and a proactive approach.

Responsibilities

• Develop and expand client portfolio with organisational support.
• Provide ongoing financial advice per regulatory requirements.
• Conduct research to identify suitable financial solutions.
• Generate new business through networking and referrals.

Skills

Communication skills

Understanding of financial markets

Proactive mindset

Ability to assess client needs

Education

Advanced professional qualifications towards Chartered status

Job description

A leading financial advisory firm based in Aberystwyth seeks an Independent Financial Adviser to join their team. This role involves developing and expanding a client portfolio, providing financial advice, and conducting thorough research to ensure tailored solutions. Applicants should have strong communication skills and a commitment to advancing professional qualifications. Enjoy a comprehensive benefits package including a pension scheme, flexible benefits, and additional leave on birthdays.