Independent Financial Adviser – Wealth Management Expert

Chattertons Solicitors; Grantham; Hybride; GBP 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Equality and Diversity Policy

Community engagement opportunities

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Investments

Pensions

Interpersonal skills

Analytical skills

Microsoft Office proficiency

Formation

Degree (or equivalent experience)

Description du poste

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.