Financial Adviser

Financial Adviser – Newark or Grantham office

Job

Location:

Lincoln
Salary: £50,000 - £60,000 Per Annum

Employment Type:

Permanent

Are you an experienced Financial Adviser looking to join one of the East Midlands’ most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships? This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You’ll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients.

You’ll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm’s Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues.

• Manage and develop an existing portfolio of wealth management clients
• Deliver tailored advice across Investments, Pensions and Inheritance Tax Planning
• Conduct annual and ongoing client reviews in line with service agreements
• Build strong relationships with Partners and Fee Earners to generate new client opportunities
• Research the market and provide compliant, suitable financial planning recommendations
• Maintain accurate client records using the firm’s case management system
• Ensure all advice is delivered in line with FCA regulations and internal compliance procedures
• Provide an exceptional level of client service while identifying opportunities to grow relationships

• Experienced Financial Adviser with proven client-facing experience
• Level 4 Diploma qualified with a current Statement of Professional Standing (SPS)
• Strong knowledge of Investments, Pensions and Inheritance Tax Planning
• Excellent relationship-building and communication skills
• Comfortable developing new business alongside servicing existing clients
• Highly organised with a strong understanding of regulatory and compliance requirements
• Full UK Driving Licence with willingness to travel between offices where required

• Competitive salary dependent on experience
• Access to an established referral network through a Top 200 law firm
• Opportunity to work with an existing client base while developing new business
• Strong administrative and compliance support
• Career development within a respected and growing Wealth Management team
• Collaborative professional services environment
• Primarily based across Grantham and Newark offices with flexibility where appropriate
• Join one of the East Midlands’ longest-established and most respected legal and financial services firms

This role would suit an experienced Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner looking to join a reputable business offering high-quality referrals, long-term career prospects and the opportunity to provide truly holistic financial advice.