Independent Financial Adviser

Contract Personnel Limited; Greater Lincolnshire; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm in Lincolnshire seeks an Independent Financial Adviser to provide comprehensive financial advice to clients. Candidates must have client management expertise, a full driving licence, and be capable of working independently while ensuring compliance with regulations. Excellent benefits include generous holiday entitlements and income protection.

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

• Driving licence and personal vehicle necessary.
• Experience in providing financial advice.
• Ability to comply with FCA regulations.

Responsibilities

• Advise on a full range of financial matters to clients.
• Develop and maintain client relationships.
• Review portfolios and make suitable recommendations.

Skills

Client relationship management

Client care

Market analysis

Job description

Social network you want to login/join with:

Independent Financial Adviser, Lincolnshire

col-narrow-left

Client:

Location:

Lincolnshire, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

18685053416d

Job Views:

4

Posted:

02.07.2025

Expiry Date:

16.08.2025

col-wide

Job Description:

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

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 (09:00 – 17:15 Monday-Friday)
Location: Lincoln
Salary: Depending on Experience