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- Tasks: Develop and expand a client portfolio while providing tailored financial advice.
- Company: Join one of the UK's largest Chartered Financial Planning firms in Aberystwyth.
- Benefits: Enjoy 25 days annual leave, flexible benefits, and a company pension scheme.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a commitment to professional development.
- Other info: Flexible work structures and clear pathways for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Aberystwyth. 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.
Key Responsibilities
- 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.
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.
- Capacity to cultivate strategic relationships within the industry.
- Proactive mindset with demonstrable initiative.
Benefits
- 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
INDEPENDENT FINANCIAL ADVISER - ABERYSTWYTH employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land INDEPENDENT FINANCIAL ADVISER - ABERYSTWYTH
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join professional groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Show Off Your Skills
When you get the chance to meet potential clients or employers, make sure to showcase your expertise. Prepare a few case studies or success stories that highlight how you've helped clients achieve their financial goals. This will set you apart!
✨Follow Up, Follow Up, Follow Up
After meeting someone or sending out proposals, always follow up! A quick email or message can keep you top of mind and show your enthusiasm for working together. It’s all about keeping those lines of communication open.
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources tailored to help you succeed in your job search. We’ve got loads of tips and tools to help you land that Independent Financial Adviser role!
We think you need these skills to ace INDEPENDENT FINANCIAL ADVISER - ABERYSTWYTH
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your entrepreneurial spirit and any relevant qualifications to show us you’re the right fit!
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 you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Research Skills: In your application, demonstrate your ability to conduct thorough research and analysis. Mention any specific financial solutions you've worked with that align with our clients' needs, as this will impress us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial markets and products. Be ready to discuss how you would approach retirement planning, wealth management, and investment strategies. This shows that you're not just a candidate, but someone who understands the industry inside out.
✨Showcase Your Entrepreneurial Spirit
Since this role requires a proactive approach to developing a client portfolio, think of examples from your past where you've successfully built relationships or generated new business. Share these stories during the interview to demonstrate your initiative and entrepreneurial mindset.
✨Prepare for Regulatory Questions
Familiarise yourself with the regulatory requirements in the financial advisory space. Be prepared to discuss how you ensure compliance in your advice and client interactions. This will show that you take your responsibilities seriously and understand the importance of adhering to standards.
✨Engage with the Company Culture
Research the firm’s values and culture before the interview. Think about how your personal values align with theirs and be ready to discuss how you can contribute to their team. This will help you stand out as a candidate who is not only qualified but also a great fit for their organisation.
