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Independent Financial Adviser

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Location

Grantham

Salary £40000 - £70000
TypePermanent
WorkplaceHybrid
Ref84185

Recruiter Managing This Role

Are you an experienced Financial Adviser looking for an opportunity to join a well-established and respected wealth management firm? Look no further! We are working with a reputable wealth management firm based in Lincolnshire with a successful history spanning 25 years, who are currently seeking a skilled Financial Adviser to join their dynamic team.

About the Company: With a proven track record and a network of offices across the east Midlands, this firm boasts an impressive client base built upon its independent, whole-of-market approach. Collaborating closely with an accountancy firm, the firm leverages its connections to enhance its client banks, while fostering a supportive and cohesive team environment.

Role Overview: As a Financial Adviser within this established team, you will play a pivotal role in cultivating and nurturing long-term relationships with clients. The firm values client satisfaction over aggressive sales tactics and prioritises the creation of lasting connections and delivering holistic financial advice. 

Benefits and Perks:

  • Competitive salary package with a generous pension scheme
  • Comprehensive benefits including private health coverage and the option to participate in a Private Medical Insurance (PMI) scheme.
  • Onsite parking and car allowance for advisers
  • Flexible working hours, with an emphasis on work-life balance.
  • hybrid working – 2 days in the office a week
  • 27 days of annual leave plus public holidays, with the opportunity to purchase up to 5 additional days.
  • Team-oriented annual bonus structure, with recognition of collaborative achievements.

What next?

If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply.

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 if we assist them in securing a new career.

Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF 

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Application For Independent Financial Adviser