We are assisting a leading Top 200, full-service law firm and wealth management services based in the Midlands who are seeking an Independent Financial Advisor based in Lincoln. The role will involve advising on a full range of financial matters while providing an efficient and comprehensive service to all clients with a high level of client care. You will be expected to develop and own client relationships.
Responsibilities include:
* Provide continuous support and service to existing clients.
* Collaborate with Partners and Fee Earners to develop new financial services opportunities.
* Conduct regular portfolio reviews in line with ongoing service agreements.
* Assess client needs, research the market, and provide tailored recommendations.
* Maintain high performance standards and service quality.
* Ensure all work adheres to FCA regulations and industry best practices.
What we need from you:
* Diploma-level financial services qualification; Statement of Professional Standing from an accredited body.
* Strong understanding of investments, pensions, and inheritance tax planning.
* Excellent communication, problem-solving, listening, and questioning skills.
* High attention to detail and knowledge of money laundering regulations.
* Up-to-date knowledge of product, technical, and legislative changes in the market.
* Business development and marketing skills desirable.
* Ability to explain technical issues to non-specialists.
* Ability to travel between offices and attend external appointments; full driving licence and access to a car required (covered by business insurance).
The Perks:
* Salary DOE
* Reputable, full-service law firm
* Staff discount on legal fees
If you're interested, then hit that apply button or reach out to Niamh Nolan directly on Niamh.nolan@oculuslegalgroup.com
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Finance and Legal
Industries
* Legal Services and Financial Services
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