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Trainee 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.


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 sacrifice pension scheme
  • Employee Assistance Programme

The role:

We have an exciting opportunity to join our Wealth Management Team as a Trainee Independent Financial Adviser dealing with investments and pensions in particular but also to provide equity release and protection advice. The successful candidate will have the drive and determination to qualify to Diploma level quickly (if not already qualified) and preferably a desire to achieve Chartered status. Relevant industry experience, a passionate interest in financial services, excellent communication skills and high service standards are essential.

Key Duties and Responsibilities:

  • To work under supervision initially to gain experience of the role.
  • To qualify to Diploma level (if not already qualified) and go on to gain Chartered status.
  • To work with Partners and Fee Earners to develop new financial services business and build up a personal caseload.
  • To ensure work complies with the Firms policies, FCA regulations and best practice.

Hours of Work: Monday – Friday 09.00 – 17.15 (36.25 hours)  
Location: Lincoln
Salary: Dependent Upon Qualifications and Experience  

Person Specification:            





Good grades at GCSE and A Level

Working towards Diploma or part qualified financial services qualification

Driving Licence (and transport as some travel will be required to other offices and to see clients)

Degree level education with a 2.1 or above and a relevant financial, economics or law degree would be an advantage.


Relevant industry experience

A passionate interest in financial services

A good understanding or demonstrable interest in Investments, Pensions, Protection and Equity Release

Experience of using Intelligent Office

Para-planning experience


Excellent communications skills

Excellent problem identification skills

Excellent listening and questioning skills

High levels of attention to detail

Business Development and Marketing skills

Clear understanding of Money Laundering Regulations.

Up to date knowledge of product, technical and legislative changes in market place.




Quick Learner

Ability to prioritise workloads and meet deadlines and to work in an efficient manner.

Ability to communicate technical issues to non-specialist audience.

Excellent written and numeracy skills.



Hardworking, proactive and confident

Highly professional and a strong empathy with clients

Excellent presentation and communications skills

A sense of humour




Please email your CV and covering letter to the HR Department:    

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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