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Independent Financial Adviser

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Location

Lincoln

Salary £45000 - £60000
TypePermanent
WorkplaceOn-Site
Ref83663

Recruiter Managing This Role

Job Title: Independent Financial Adviser
Location: Lincoln, UK
Salary: Dependent on experience

We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you have a passion for financial planning, exceptional business development skills, and a commitment to providing top-notch client service, we want to hear from you.

Key Responsibilities:

  • Client Acquisition: While there may be some clients available for reallocation, we are looking for an individual with strong business development skills to actively build and grow their caseload.

  • Client Servicing: Provide comprehensive financial advice to clients in areas such as Investments, Pensions, Protection, and Equity Release.

  • Relationship Building: Develop and maintain strong business relationships with colleagues to generate leads and support your business growth.

Qualifications and Experience:

  • Qualified to Level 4 Diploma in Financial Planning or equivalent.
  • Proven experience as a Financial Adviser with a successful track record in business development.
  • Excellent knowledge of Investments, Pensions, Protection, and Equity Release.

What next?

If you are an ambitious and experienced Independent Financial Adviser looking to take the next step in your career, we would love to hear from you.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF

 

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