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- Tasks: Deliver tailored financial planning advice to clients and enhance their financial outcomes.
- Company: Join a growing advisory business with a supportive and dynamic culture.
- Benefits: Competitive salary, bonuses, and hybrid working options for flexibility.
- Other info: Great opportunity for career growth in a mid-senior level role.
- Why this job: Make a real impact on clients' financial journeys while building trusted relationships.
- Qualifications: Bachelor's degree in Finance, 3+ years experience, and Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 65000 £ per year.
This is an excellent opportunity for an experienced Financial Adviser to join a growing Advisory business. You will be required to deliver comprehensive financial planning advice to both new and existing clients, ensuring their personal and financial objectives are fully understood and met through tailored solutions. This includes proactively identifying opportunities to enhance client outcomes, fostering long‑term trusted relationships, and supporting clients through each stage of their financial journey.
This is an employed Advisory role, with bonuses and very competitive earning potential.
Qualifications:
- Bachelor's degree in Finance or related field
- 3+ years' of industry experience
- Level 4 Diploma in Financial Planning, Competent Adviser Status and current SPS
- Previous experience of delivering advice via video meetings and over the telephone
- Excellent interpersonal skills
Seniority level: Mid‑Senior level
Employment type: Full-time
Job function: Finance
Independent Financial Advisor employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at ARTEMIS RECRUITMENT CONSULTANTS LIMITED.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of financial planning and be ready to discuss how you've helped clients achieve their goals. Show them you can deliver tailored solutions that meet client needs.
✨Tip Number 3
Practice your video call skills! Since you'll likely be delivering advice via video meetings, make sure you're comfortable with the tech and can present yourself professionally. A good first impression goes a long way!
✨Tip Number 4
Apply through our website! We encourage you to submit your application directly on our site. It shows initiative and gives us a chance to see your enthusiasm for the role right from the start.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your experience aligns with our needs. Be genuine and let your personality come through.
Showcase Your Interpersonal Skills: Since this role involves building long-term relationships with clients, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully engaged with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest trends in the industry. Be prepared to discuss your experience with financial planning and how you've helped clients achieve their goals. This shows that you're not just qualified, but also passionate about what you do.
✨Tailor Your Approach
Since this role involves delivering tailored solutions, think about specific examples from your past where you've successfully customised advice for clients. Be ready to share these stories during the interview to demonstrate your ability to meet individual client needs.
✨Practice Your Communication Skills
Given the importance of interpersonal skills in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video calls to simulate the remote aspect of the job, as you'll need to be comfortable advising clients over video meetings.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask insightful questions about the company culture and their approach to client relationships. This not only shows your interest in the role but also highlights your ability to foster long-term relationships, which is key for a Financial Adviser.