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Independent Financial Adviser

  • Salary: £40000 - £50000 per annum + Bonus
  • Location: Lincoln, Lincolnshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Mar 2019
  • Job reference: 29701

I am representing one of the leading legal firms in the East Midlands and Lincolnshire regions. Unlike most firms, they have their own in-house financial services department offering truly independent financial advice. They are not tied to any one company and are looking for a Financial Adviser to join them in either their Stamford or Lincoln offices.

The Role

  • Create new business opportunities and win new clients through professional and client referrals
  • Meet with prospective clients to explain our service and take them through our financial planning process
  • Work with our support team to produce clear, technically accurate, compliant and concise financial plans for cli-ents and regular reviews
  • Attend functions and events to build professional relationships and promote the firm
  • Continually develop and keep updated technical knowledge and professional skills
  • Assist in improving the client proposition and processes
  • Arrange meetings with new prospects to secure long term financial planning relationships
  • Collect and feedback detailed financial information to facilitate preparation of comprehensive strategic financial reports
  • Present the advice in a clear and simple communication style
  • Help potential clients make positive decisions about their financial future and to implement any recommendations
  • Attend training and develop relevant industry knowledge and to further technical skills

Advisers must be Diploma qualified, ideally working towards or Chartered. You will also have experience of delivering quality fee-based business or cash flow modelling to wealthy private clients. Candidates must also be able to demonstrate either a small/large client following or introducers to build from.

A leading basic package up to £50,000 plus bonus is available with an extensive range of benefits on offer, a career development and study framework is in place which will support and assist you in becoming as technically advanced as possible.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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