Independent Financial Advisor

Independent Financial Adviser Hours: Monday to Friday, 9.00am5.Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division? Although the business has an impressive heritage, it is far from standing still. As an Independent Financial Adviser, you will provide ongoing advice and support to existing clients while also working closely with Partners and Fee Earners to develop new financial services business. You will advise across a broad range of financial matters, including investments, pensions and inheritance tax planning, ensuring clients receive a compliant, efficient and genuinely client-focused service. Working with Partners and Fee Earners to identify and develop new financial services opportunities Working in accordance with FCA regulations, firm policies and industry best practice The role will be based primarily from either the Grantham or Newark office , although occasional travel to other locations may be required. A full UK driving licence and access to your own vehicle, with appropriate business insurance, is essential. A Diploma-level financial services qualification Detailed knowledge of investments, pensions and inheritance tax planning A proactive, positive and flexible approach Strong Microsoft Office skills, including Word, Excel and PowerPoint A full UK driving licence and access to your own vehicle Trust investments Data protection and confidentiality requirements Build trusted, long-term client relationships Full-time, permanent position Monday-to-Friday working hours Choice of Grantham or Newark office base Competitive salary dependent on experience Long-term career development within a respected professional environment If you are an experienced Independent Financial Adviser with strong knowledge of investments, pensions and inheritance tax planning, this is an excellent opportunity to join an ambitious and forward-thinking Wealth Management team.