Wealth Planner – Holistic Financial Advice & Referrals
Job in
Lincoln, Lincolnshire, LN2, England, UK
Listed on 2026-07-22
Listing for:
Eden Rose
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Eden Rose in Lincoln is seeking an experienced Financial Adviser to join its Wealth Management team, delivering holistic financial planning across investments, pensions and inheritance tax planning for a growing client base.
The role covers Grantham and Newark offices with travel as needed, managing your own client portfolio and developing referrals while ensuring FCA compliance and high standards of client care.
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