Independent Financial Adviser - Lincoln, Lincolnshire

Chattertons Solicitors; Lincoln; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to provide exceptional client care and manage a diverse range of financial matters. This role involves developing and nurturing client relationships, ensuring compliance with regulations, and delivering tailored financial services. With a commitment to professional growth, you'll work in a collaborative environment that values your expertise and input. If you're passionate about finance and eager to make a difference in clients' lives, this opportunity is perfect for you. Join a firm that prides itself on its long-standing reputation and commitment to excellence.

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

• Strong understanding of Investments, Pensions, and Inheritance Tax Planning.
• Ability to analyse and research market for suitable recommendations.

Responsibilities

• Provide ongoing service to existing clients and develop new business.
• Review clients’ portfolios and ensure compliance with FCA regulations.

Skills

Excellent communications skills

Excellent problem identification skills

High level of attention to detail

Business Development and Marketing skills

Ability to communicate technical issues to a non-specialist audience

Education

Statement of Professional Standing from an approved Accredited Body

Degree (or equivalent experience)

Job description

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.

Some of the great benefits that we offer are:

1. Generous holiday entitlements
2. Staff discount on legal fees
3. Income protection
4. Life assurance at 3 x salary
5. Salary exchange pension scheme
6. 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:

1. To provide an ongoing service to existing clients.
2. To work with Partners and Fee Earners to develop new financial services business.
3. Review clients’ portfolios in accordance with ongoing service agreements.
4. Clearly identify client needs, analyse and research the market in order to make suitable recommendations.
5. Maintain performance standards.
6. 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

Person Specification:

Qualifications:

1. Statement of Professional Standing from an approved Accredited Body.
2. Degree (or equivalent experience)

Knowledge:

1. Detailed understanding of Investments, Pensions and Inheritance Tax Planning.
2. Trust Investment experience.

Skills:

1. Excellent communications skills
2. Excellent problem identification skills
3. Excellent listening and questioning skills.
4. High level of attention to detail.
5. Clear understanding of Money Laundering Regulations.
6. Up to date knowledge of product, technical and legislative changes in market place.
7. Business Development and Marketing skills.
8. Confident in front of clients;
9. Ability to prioritise workloads and meet deadlines and to work in an efficient manner.
10. Ability to communicate technical issues to a non-specialist audience.
11. Excellent written and numeracy skills.

Attributes:

1. Hardworking, proactive and confident
2. Highly professional and a strong empathy with clients.
3. Excellent presentation and communications skills.

A client following.

Other: The ability to travel between Chattertons offices and attend out of office appointments therefore full driving licence and access to car.

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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