Independent Financial Advisor

RecruitME; Greater Lincolnshire; On-site; GBP 60,000 - 100,000; Full time

Job summary

RecruitME is recruiting on behalf of a long-established professional services firm seeking an Independent Financial Adviser. You will provide ongoing advice to existing clients and collaborate with Partners to grow the Wealth Management division.

The role focuses on investments, pensions and inheritance tax planning, delivering a compliant, client-focused service and contributing to business development.

Responsibilities

• Providing ongoing advice, portfolio reviews and recommendations to existing clients
• Identifying client needs and researching suitable investment, pension and financial planning solutions
• Working closely with Partners and Fee Earners to identify and develop

Job description

Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division?

We are recruiting on behalf of a long-established and highly regarded professional services firm.

Although the business has an impressive heritage, it is far from standing still. Led by an entrepreneurial leadership team, the firm has ambitious growth plans and is actively embracing modern technology and new ways of working to support its people, improve client service and develop its Wealth Management offering.

This is an excellent opportunity for a self-motivated adviser who wants to join a forward-thinking firm with an established client base, strong internal referral opportunities and a clear appetite for future growth.

The Role

As an Independent Financial Adviser, you will provide ongoing advice and support to existing clients while also working closely with Partners and Fee Earners to develop new financial services business.

You will advise across a broad range of financial matters, including investments, pensions and inheritance tax planning, ensuring clients receive a compliant, efficient and genuinely client-focused service.

Key responsibilities will include:

• Providing ongoing advice, portfolio reviews and recommendations to existing clients
• Identifying client needs and researching suitable investment, pension and financial planning solutions
• Working closely with Partners and Fee Earners to identify and develop