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- Annual Salary: To be discussed
- Location: Lincoln (with travel to other offices)
- Job Type: Full-time
We are seeking a proactive Financial Advisor to join our team in Lincoln. This role requires a dedicated individual who can provide a comprehensive and efficient financial service to our clients, ensuring high levels of client care. The successful candidate will be a self-starter, capable of developing and owning client relationships. A full current driving licence and use of your own vehicle, covered by business insurance, is essential for this position.
Day-to-day of the role:- Provide ongoing service to existing clients.
- Collaborate with Partners and Fee Earners to develop new financial services business.
- Review clients’ portfolios in accordance with ongoing service agreements.
- Clearly identify client needs, analyse and research the market to make suitable recommendations.
- Maintain performance standards in line with company goals and compliance requirements.
- Ensure all work complies with FCA regulations and best practice.
- Proven experience as a Financial Advisor.
- Strong ability to develop and manage client relationships.
- Excellent analytical skills and the ability to provide comprehensive financial advice.
- Knowledge of FCA regulations and compliance procedures.
- Must have a full current driving licence and use of a vehicle covered by business insurance.
- Excellent communication and interpersonal skills.
- Generous holiday entitlements.
- Staff discount on legal fees.
- Income protection.
- Life assurance at 3 x salary.
- Salary sacrifice pension scheme.
- Employee Assistance Programme.
EssentialÂ
A diploma level financial services qualification.
Statement of Professional Standing from an approved Accredited Body.
