Senior Financial Adviser: Grow £10m Client Bank

Tekk Fusion; Lincoln; Sur place; GBP 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Bonus

Employer pension

Benefits package

Résumé du poste

Tekk Fusion in Grantham is seeking an experienced Financial Adviser to take responsibility for an established £10m client bank and to deliver high-quality pensions, investments, retirement planning and wealth management advice.

The role offers a genuine long-term opportunity within a growing independent wealth management business, with travel to local clients and a pathway into senior succession planning.

Qualifications

• Experienced Financial Adviser with strong pensions, investments and retirement planning knowledge.
• Confident managing an established client bank independently.
• Willing to travel within the local area to meet clients.

Responsabilités

• Manage and develop an established £10m client bank.
• Deliver high-quality financial advice across pensions, investments, retirement planning and wealth management.
• Take responsibility for client relationships and a structured handover from existing advisers.
• Develop new business through local networking, referrals and the firm's established office network.
• Build strong relationships with clients across Grantham, Newark and the surrounding area.
• Play a key role in the firm's longer-term succession strategy.
• Develop your career within a growing, independent wealth management business.

Connaissances

Pensions knowledge

Investments

Retirement planning

Client relationship management

Formation

Level 4 qualification

Description du poste

Tekk Fusion in Grantham is seeking an experienced Financial Adviser to take responsibility for an established £10m client bank and to deliver high-quality pensions, investments, retirement planning and wealth management advice.

The role offers a genuine long-term opportunity within a growing independent wealth management business, with travel to local clients and a pathway into senior succession planning.