Financial Planner jobs in United Kingdom
INDEPENDENT FINANCIAL ADVISER - KINGS LYNN
Artemis Recruitment Consultants Ltd
Chartered Financial Adviser: Private Client Planning Expert
Artemis Recruitment Consultants Ltd
INDEPENDENT FINANCIAL ADVISER - NEWPORT
Artemis Recruitment Consultants Ltd
Independent Financial Adviser — Flexible Path to Chartered Status
Artemis Recruitment Consultants Ltd
INDEPENDENT FINANCIAL ADVISER - CHEPSTOW
Artemis Recruitment Consultants Ltd
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INDEPENDENT FINANCIAL ADVISER - CHELMSFORD
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CHARTERED FINANCIAL ADVISER - LONDON
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Independent Financial Adviser - Self-employed
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Prestige IFA jobs
INDEPENDENT FINANCIAL ADVISER - KINGS LYNN
Job summary
A leading recruitment consultancy is seeking an Independent Financial Adviser in Kings Lynn. This pivotal role involves developing a client portfolio, providing financial advice, and conducting thorough analysis to help clients meet their financial goals. Ideal candidates should possess strong presentation skills, a deep understanding of financial markets, and a commitment to advancing professional qualifications. The position offers substantial benefits and opportunities for growth within one of the UK’s largest Chartered firms.
Benefits
Qualifications
- Commitment to undertake professional qualifications.
- Strong understanding of financial products.
- Ability to cultivate strategic relationships.
Responsibilities
- Develop and expand a client portfolio.
- Provide ongoing financial advice.
- Conduct research for suitable financial solutions.
- Document necessary information for advice.
- Generate new business opportunities.
- Collaborate with colleagues to maintain standards.
- Engage with professional development support.
Skills
Education
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Kings Lynn. 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.
- 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.
- 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.
- 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
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.