Independent Financial Adviser
We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in London. 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 tailored, evidence-based financial solutions, including retirement planning, wealth management, protection and investment management.
Key Responsibilities
- Developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately
- Providing ongoing financial advice in accordance with all regulatory requirements
- Conducting thorough research and analysis to identify suitable financial solutions aligned with clients' needs
- Generating new business opportunities through referrals and professional networks
- Collaborating effectively with colleagues to uphold the organisation's values, standards and culture
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
Benefits
- Company pension scheme and death in service benefit
- 25 days' annual leave plus an additional day on birthdays
- Option to purchase additional annual leave
- Enhanced family-friendly policies
- Cycle-to-work scheme
Independent Financial Adviser employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
