Independent Financial Adviser - Grantham or Newark, UK

Chattertons Solicitors; Grantham; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Equality and Diversity Policy

Community engagement opportunities

Job summary

Chattertons Solicitors is seeking an experienced Independent Financial Adviser based in Grantham or Newark, UK. The role involves providing clients with expert financial advice on investments and pensions, maintaining high standards of client care, and working collaboratively within the Wealth Management Team. Key responsibilities include managing client relationships, ensuring compliance with FCA regulations, and analyzing market trends. Ideal candidates will possess a degree (or equivalent experience) and have a strong competency in Microsoft Office applications. A driving license is essential for travel between offices.

Qualifications

• Accredited Statement of Professional Standing from an approved body required.
• Understanding of Inheritance Tax Planning is essential.
• High level of competency in Microsoft Office tools.

Responsibilities

• Provide an ongoing service to existing clients.
• Develop new financial services business.
• Review clients' portfolios according to service agreements.
• Identify client needs and analyze the market for suitable recommendations.
• Ensure all business is conducted compliantly.

Skills

Investments

Pensions

Interpersonal skills

Analytical skills

Microsoft Office proficiency

Education

Degree (or equivalent experience)

Job description

Independent Financial Adviser - Grantham or Newark, UK

We have an exciting opportunity for an Independent Financial Adviser to join our Wealth Management Team, based at our Grantham or Newark office.

We are seeking an experienced individual who is able to provide advice across a full range of financial matters including Investments and Pensions and deliver an efficient, comprehensive service to clients, maintaining the highest standards of client care.

The successful candidate will be a self‑starter, with the ability to develop, manage and take ownership of client relationships. Although the role will be primarily based at our Grantham and Newark offices, there may be a requirement to support other offices. As such, a full, current driving licence and use of your own vehicle (with appropriate business insurance) is essential.

Location: Grantham or Newark
Department: Wealth Management Department
Hours: 9am – 5.15pm Monday to Friday
Salary: Depending on Experience

Key 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 use the Firm's case management system and ensure it is kept up to date.
• To ensure business is conducted compliantly and efficiently.
• To ensure work complies with the Firms policies, FCA regulations and best practice.
• To always put the interests of the client first.
• To co-operate fully with the firm’s Compliance Manager and Money Laundering Reporting Officer.
• To be prepared to work anti‑social hours when this is necessary to ensure client satisfaction.
• To promote the good name of the Firm and profession.

Candidate Profile

• Statement of Professional Standing from an approved Accredited Body.
• Detailed understanding of Investments, Pensions and Inheritance Tax Planning.
• High level of competency in using Microsoft Office (Word, PowerPoint, Excel).
• Degree (or equivalent experience).
• Trust Investment experience.
• Clear understanding of confidentially/Data Protection.
• Strategic thinker with hands‑on delivery capability.
• Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
• Excellent communication skills both written and verbal.
• Strong analytical and data‑driven decision‑making capability.
• Able to work with diplomacy and assertiveness.
• Discrete with the ability to maintain high levels of confidentiality.
• Flexible and willing/able to travel to all offices
• Proactive and positive attitude.
• Reacts well under pressure and is able to work to deadlines.
• High level of integrity and empathy.
• Team player.
• Sense of humour.

Why work at Chattertons

Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.

Benefits:Some of the great benefits that we offer include:

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.

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