Independent Financial Advisor

Independent Financial AdviserLocation: Grantham or NewarkHours: Monday to Friday, 9.00am5.15pmSalary: Dependent on experienceAre 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?We are recruiting on behalf of a long-established and highly regarded professional services firm.Although the business has an impressive heritage, it is far from standing still. Led by an entrepreneurial leadership team, the firm has ambitious growth plans and is actively embracing modern technology and new ways of working to support its people, improve client service and develop its Wealth Management offering.This is an excellent opportunity for a self-motivated adviser who wants to join a forward-thinking firm with an established client base and a clear appetite for future growth.The RoleAs 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.Your responsibilities will include:Providing an ongoing advice service to existing clientsReviewing client portfolios in line with ongoing service agreementsIdentifying client needs and researching the market to make suitable recommendationsWorking with Partners and Fee Earners to identify and develop new financial services opportunitiesMaintaining accurate records using the firms case management systemEnsuring all work is completed compliantly and efficientlyWorking in accordance with FCA regulations, firm policies and industry best practicePutting the interests of the client first at all timesWorking closely with the Compliance Manager and Money Laundering Reporting OfficerMaintaining excellent standards of client care, confidentiality and professionalismSupporting colleagues and other offices when requiredThe 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.About YouWe are looking for an experienced, professional and relationship-led adviser who can combine strong technical knowledge with a warm, confident and client-focused approach.You will need:A Diploma-level financial services qualificationA current Statement of Professional Standing from an approved Accredited BodyDetailed knowledge of investments, pensions and inheritance tax planningExcellent written and verbal communication skillsStrong analytical and decision-making abilityThe ability to build trusted relationships with clients and professional colleaguesHigh levels of integrity, empathy and confidentialityA proactive, positive and flexible approachThe ability to work under pressure and meet deadlinesStrong Microsoft Office skills, including Word, Excel and PowerPointA full UK driving licence and access to your own vehicleExperience in any of the following would be advantageous:Trust investmentsProfessional case management systemsA relevant degree or equivalent professional experienceData protection and confidentiality requirementsWhy This Role?This is a rare opportunity to join a respected and established professional services firm that combines strong traditional values with a modern, growth-focused outlook.You will have the opportunity to:Work with an established client baseBenefit from internal referral opportunitiesBuild trusted, long-term client relationshipsWork collaboratively with experienced professional colleaguesContribute to the continued growth of the Wealth Management divisionJoin a supportive and forward-thinking working environmentWhats on Offer?Full-time, permanent positionMonday-to-Friday working hoursChoice of Grantham or Newark office baseCompetitive salary dependent on experienceEstablished client portfolioStrong internal referral opportunitiesSupportive and collaborative team cultureOpportunity to play an important role in the growth of the divisionLong-term career development within a respected professional environmentApply NowIf 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.Apply today for a confidential discussionTPBN1_UKTJ