Self-Employed Financial Adviser - Grow Your Client Bank

Artemis Recruitment Consultants; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A recruitment firm is seeking a Financial Adviser in London. This role is self-employed and involves advising clients based on their circumstances. The ideal candidate has at least 2 years of experience and a Level 4 Diploma aiming for Chartered status. You will manage client portfolios, ensure compliance, and maintain high standards of professionalism. A supportive environment with opportunities for salary advances is provided while you build your client base.

Qualifications

• At least 2 years of advising experience from IFA or SJP background.
• Good understanding of relevant legislation affecting the profession.
• Ability to identify vulnerable clients and provide appropriate advice.

Responsibilities

• Prospect and contact potential clients.
• Follow relevant advice and sales procedures.
• Manage client portfolios in line with mandates.
• Maintain compliance with firm’s processes.

Skills

Communication skills

IT skills

Knowledge of legislation

Ability to compile reports

Education

Level 4 Diploma aiming for Chartered status

Job description

A recruitment firm is seeking a Financial Adviser in London. This role is self-employed and involves advising clients based on their circumstances. The ideal candidate has at least 2 years of experience and a Level 4 Diploma aiming for Chartered status. You will manage client portfolios, ensure compliance, and maintain high standards of professionalism. A supportive environment with opportunities for salary advances is provided while you build your client base.