Financial Advisor

Nelsons Solicitors; Nottingham; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Pension

Income protection

Employee benefits platform

Discounts on selected legal services

Job summary

Nelsons Wealth Management in Nottingham is seeking an experienced Financial Advisor to deliver holistic financial planning to individuals, families, trustees and business owners. You will help clients make informed decisions about their financial futures.

Working closely with colleagues across Nelsons, you’ll develop professional relationships, support the Wealth Management growth and provide an outstanding client experience with independent, client-first advice.

Qualifications

• Experience delivering regulated financial advice.
• Ability to develop holistic financial plans for individuals and families.
• Strong client relationship and collaborative skills.

Responsibilities

• Provide holistic financial planning advice to individuals, families, trustees and business owners.
• Develop relationships across Nelsons to support Wealth Management growth.
• Deliver an outstanding client experience with independent, client-first advice.

Skills

Regulated advice

Financial planning

Client rapport

Team collaboration

Job description

At Nelsons, we look to empower our employees and provide them with a positive and supportive culture where they feel confident in taking control of their development and career with guidance, training, care and good quality work enabling them to expand their expertise and grow professionally.

Not all financial adviser roles are the same. At Nelsons Wealth Management, advisers are free to focus on what they do best: delivering high-quality financial planning.We are now seeking an experienced Financial Advisor to join our Nottingham office

We are part of one of the East Midlands' leading professional services firms, with strong links to legal specialists across private client, trusts, probate, family and corporate services. That creates opportunities to work on more complex and rewarding cases than many traditional advice firms can offer.

In 2023, Nelsons became part of Lawfront, a national group of leading regional law firms dedicated to delivering comprehensive legal support to individuals and businesses nationwide.

Committed to strategic growth, Lawfront is aiming to build a group in the top 10 of UK regional law firms. As part of this group, you will be able to benefit from working locally for a well-respected leading law firm whilst accessing the scale, investment resources, expertise and professional development opportunities of a national organisation.

The successful candidate can expect a competitive package and benefits that you would expect from a leading regional law firm which is part of a group of national scale.

We are growing and looking for an experienced Financial Adviser to join our team.

What Makes Us Different?

• Fully salaried role with a clear route to senior leadership and partnership
• Independent advice with no pressure to recommend in-house products or investment solutions
• Strong flow of referrals and opportunities from across the wider firm
• Opportunity to bring existing clients if desired, without pressure to transfer assets or change existing arrangements
• Interesting, technically challenging work including inheritance tax planning, trusts, estate planning and holistic financial planning
• Dedicated paraplanning, administration and compliance support
• Fee-based advice model focused on client outcomes rather than product sales
• Market-leading technology, cashflow modelling and AI-powered advice tools
• Collaborative culture with advisers, solicitors and professional support teams working together
• Established reputation and long-term financial security within a growing business

The Role

You’ll provide holistic financial planning advice to individuals, families, trustees and business owners, helping them make informed decisions about their financial future.

Working closely with colleagues across Nelsons, you’ll develop professional relationships, support the growth of the Wealth Management team and contribute to delivering an outstanding client experience.

This is a role for an adviser who enjoys building trusted relationships, tackling complex planning challenges and being part of a team.

About You

We’re looking for someone who:

• Has experience delivering regulated financial advice
• Is technically strong and genuinely enjoys financial planning
• Builds trust and credibility with clients and professional connections
• Values a collaborative approach and working as part of a wider team
• Shares our commitment to delivering independent, client-first advice

In addition to a competitive salary, we offer:

• Pension
• Income protection
• Employee benefits platform
• Discounts on selected legal services

Build Your Future at Nelsons

This is an opportunity to join a growing, ambitious and client-focused business where advisers are supported by an established infrastructure, strong professional relationships and a culture built around delivering great advice.

If you’re looking for a role that combines technical planning, professional collaboration, long-term career progression and the freedom to put clients first, we’d love to hear from you.

Competitive Salary plus excellent benefits