Independent Financial Adviser

Contract Personnel Ltd; Lincoln; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading law firm in Lincolnshire seeks a Financial Advisor to deliver high-quality financial services. The role involves advising clients, developing business relationships, and ensuring compliance with FCA regulations. With a supportive work environment and generous benefits, this position is ideal for motivated individuals with strong client care skills.

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 a full driving licence and own vehicle.
• Ability to develop client relationships.
• Experience in compliance with FCA regulations.

Responsibilities

• Provide ongoing service to existing clients.
• Develop new financial services business.
• Review clients' portfolios and maintain performance standards.

Skills

Client relationship management

Market analysis

Financial advising

Job description

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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