Financial Adviser

We have a fantastic opportunity for an Independent Financial Adviser to join our clients 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 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 If you are interested in applying for this position, then please send your CV to Josie at Artemis Recruitment.