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Financial Adviser

Recruit UK
Posted 7 hours ago, valid for 8 days
Location

Lincoln, Lincolnshire LN4 2DZ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job opportunity is for a Financial Adviser in Lincoln, offering a salary of 拢50,000 plus additional benefits.
  • The successful candidate will have a Level 4 Diploma in Financial Planning and relevant financial advice experience.
  • This role involves managing and developing an existing client book while providing expert advice on investments, pensions, tax planning, and insurance products.
  • The firm is well-established and provides full back office support, leads, and flexible home working arrangements.
  • Candidates should possess strong relationship-building skills and be prepared to contribute to business development efforts.

Job Title: Financial Adviser

Industry: Financial Services

Location: Lincoln

Earnings: 拢50,000 plus

Reference Number: 9680

Job Description:

I'm working on an excellent opportunity for a Financial Adviser in Lincoln join a well-established Financial Advice Firm.

Due to growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company, they provide advice across the board to a variety of clients.

You will be managing and developing an existing client book providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with clients and companies in the UK.

You will also look to build relationships not only with the clients in question, but continue to business develop as well from there.

You will work with the existing in-house team, including administrators and paraplanners.

Earnings/Benefits: Financial Adviser

路 Salary 拢50k plus

路 Leads provided

路 Full back office support

路 Flexible home working

路 Reputable financial planning firm

路 Study support to Chartered

Skills and Experience Required: Financial Adviser

路 Level 4 Diploma in Financial Planning

路 Financial Advice experience

路 Relationship-building skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Farnborough on a Paraplanner role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we鈥檒l tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.