Independent Financial Adviser

Contract Personnel Limited; Cambridgeshire and Peterborough; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading law firm in Lincolnshire seeks a skilled Financial Advisor to provide comprehensive financial services. The role develops client relationships, ensures compliance with regulations, and works closely with partners. Benefits include generous holidays, income protection, and a supportive team atmosphere.

Benefits

Generous holiday entitlements

Staff discount on legal fees

Income protection

Life assurance at 3 x salary

Salary exchange pension scheme

Employee Assistance Programme

Qualifications

• Self-starter with ability to develop client relationships.
• Compliance with FCA regulations required.
• Experience in financial advisory or wealth management preferred.

Responsibilities

• Provide ongoing service to existing clients.
• Develop new financial services business.
• Review clients' portfolios and make suitable recommendations.
• Ensure compliance with FCA regulations.

Skills

Client Care

Market Analysis

Client Relationship Management

Job description

We are working with a fantastic Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands.

Benefits:

Some of the great benefits that we offer are:

• Generous holiday entitlements
• Staff discount on legal fees
• Income protection
• Life assurance at 3 x salary
• Salary exchange pension scheme
• Employee Assistance Programme

The role:

The individual will be required to advise on a full range of financial matters and will be able to provide an efficient and comprehensive service to all clients with high levels of client care.

You will be a self-starter and expected to develop and own client relationships. Although based at the Lincoln office, you may be required to cover other offices and therefore a full current driving licence and use of your own vehicle (covered by business insurance) is required for this position.

Key Duties and Responsibilities:

• To provide an ongoing service to existing clients.
• To work with Partners and Fee Earners to develop new financial services business.
• Review clients' portfolios in accordance with ongoing service agreements.
• Clearly identify client needs, analyse and research the market in order to make suitable recommendations.
• Maintain performance standards.
• To ensure work complies with FCA regulations and best practice.

Hours of Work: 36.25 hours per week (09:15 Monday-Friday)
Location: Lincoln
Salary: Depending on Experience