Independent Financial Adviser - Lincoln

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.

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

Person Specification:
	Essential	Desirable
Qualifications	A diploma level financial services qualification. Statement of Professional Standing from an approved Accredited Body.	Degree (or equivalent experience)
Knowledge	Detailed understanding of Investments, Pensions and Inheritance Tax Planning.	Trust Investment experience.
Skills	Excellent communications skills Excellent problem identification skills Excellent listening and questioning skills. High level of attention to detail. Clear understanding of Money Laundering Regulations. Up to date knowledge of product, technical and legislative changes in market place.	Business Development and Marketing skills.
Competencies	Confident in front of clients; Ability to prioritise workloads and meet deadlines and to work in an efficient matter. Ability to communicate technical issues to non-specialist audience. Excellent written and numeracy skills.
Attributes	Hardworking, proactive and confident Highly professional and a strong empathy with clients. Excellent presentation and communications skills.	A client following.
Other	The ability to travel between Chattertons offices and attend out of office appointments therefore full driving licence and access to car

APPLY NOW

Please email your CV and covering letter to: recruitment@chattertons.com

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.

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