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Independent Financial Adviser


Heat Recruitment


Location

Grantham, Lincolnshire | United Kingdom


Job description

Are you an experienced Financial Adviser looking for an opportunity to join a well-established and respected wealth management firm? Look no further! We are working with a reputable wealth management firm based in Lincolnshire with a successful history spanning 25 years, who are currently seeking a skilled Financial Adviser to join their dynamic team.

About the Company: With a proven track record and a network of offices across the east Midlands, this firm boasts an impressive client base built upon its independent, whole-of-market approach. Collaborating closely with an accountancy firm, the firm leverages its connections to enhance its client banks, while fostering a supportive and cohesive team environment.

Role Overview: As a Financial Adviser within this established team, you will play a pivotal role in cultivating and nurturing long-term relationships with clients. The firm values client satisfaction over aggressive sales tactics and prioritises the creation of lasting connections and delivering holistic financial advice. 

Benefits and Perks:

What next?

If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF 


Job tags

Permanent employmentWork at officeHybrid workHoliday workFlexible hours


Salary

£70k per annum

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