Independent Financial Adviser

We are a working with a fantastic Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Benefits: Some of the great benefits that we offer are: • Generous holiday entitlements • Staff discount on legal fees • Income protection • Life assurance at 3 x salary • Salary exchange pension scheme • Employee Assistance Programme The role: The individual will be required to advise on a full range of financial matters and will be able to provide an efficient and comprehensive service to all clients with high levels of client care. You will be a self-starter and expected to develop and own client relationships. Although based at the Lincoln office, you may be required to cover other offices and therefore a full current driving licence and use of your own vehicle (covered by business insurance) is required for this position. Key Duties and Responsibilities: • To provide an ongoing service to existing clients. • To work 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 in order to make suitable recommendations. • Maintain performance standards. • To ensure work complies with FCA regulations and best practice. Hours of Work: 36.25 hours per week (09:00 – 17:15 Monday-Friday) Location: Lincoln Salary: Depending on Experience

Location: Lincolnshire, GB

Posted Date: 7/15/2025