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- Tasks: Provide expert financial advice and manage client relationships in a dynamic environment.
- Company: Join a reputable Wealth Management Team in Grantham or Newark.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Flexible working hours and opportunities for travel to various offices.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Diploma in financial services and strong understanding of investments and pensions.
The predicted salary is between 50000 - 60000 £ per year.
We have an exciting opportunity for an Independent Financial Adviser to join our Wealth Management Team, based at our Grantham or Newark office. We are seeking an experienced individual who is able to provide advice across a full range of financial matters including Investments and Pensions and deliver an efficient, comprehensive service to clients, maintaining the highest standards of client care. The successful candidate will be a self-starter, with the ability to develop, manage and take ownership of client relationships. Although the role will be primarily based at our Grantham and Newark offices, there may be a requirement to support other offices. A full, current driving licence and use of your own vehicle (with appropriate business insurance) is essential.
Location: Grantham or Newark
Department: Wealth Management Department
Hours: 9am – 5.15pm Monday to Friday
Salary: Depending on Experience
Key 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 use the Firm's case management system and ensure it is kept up to date.
- To ensure business is conducted compliantly and efficiently.
- To ensure work complies with the Firms policies, FCA regulations and best practice.
- To always put the interests of the client first.
- To co-operate fully with the firm’s Compliance Manager and Money Laundering Reporting Officer.
- To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.
- To promote the good name of the Firm and profession.
Candidate Profile:
Essential Experience:
- A diploma level financial services qualification.
- Statement of Professional Standing from an approved Accredited Body.
- Detailed understanding of Investments, Pensions and Inheritance Tax Planning.
- High level of competency in using Microsoft Office (Word, PowerPoint, Excel).
Desirable Experience:
- Degree (or equivalent experience).
- Trust Investment experience.
- Competent in using case management systems.
- Clear understanding of confidentiality/Data Protection.
Skills, Competencies & Attributes:
- Strategic thinker with hands-on delivery capability.
- Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
- Excellent communication skills both written and verbal.
- Strong analytical and data-driven decision-making capability.
- Able to work with diplomacy and assertiveness.
- Discrete with the ability to maintain high levels of confidentiality.
- Flexible and willing/able to travel to all offices.
- Proactive and positive attitude.
- Reacts well under pressure and is able to work to deadlines.
- High level of integrity and empathy.
- Team player.
- Sense of humour.
INDEPENDENT FINANCIAL ADVISER - GRANTHAM OR NEWARK, UK employer: Chattertons Solicitors & Wealth Management
Contact Detail:
Chattertons Solicitors & Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land INDEPENDENT FINANCIAL ADVISER - GRANTHAM OR NEWARK, UK
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Independent Financial Adviser role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge in Investments, Pensions, and Inheritance Tax Planning. Share real-life examples of how you've helped clients in the past to really impress them.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest. A little initiative can go a long way in making you stand out from the crowd.
✨Tip Number 4
Keep your skills sharp! Stay updated on the latest trends in financial services and compliance regulations. Consider taking additional courses or certifications to boost your qualifications. This shows potential employers that you're committed to your professional growth.
We think you need these skills to ace INDEPENDENT FINANCIAL ADVISER - GRANTHAM OR NEWARK, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience with investments and pensions, and don’t forget to showcase your client relationship skills. We want to see how you can bring value to our Wealth Management Team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed client relationships and delivered top-notch service in the past. We love a good story!
Showcase Your Qualifications: Don’t forget to mention your diploma level financial services qualification and any relevant certifications. We’re looking for someone who meets the essential criteria, so make sure these stand out in your application. It’s all about showing us you’ve got what it takes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and inheritance tax planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you’re not just familiar with the concepts but can apply them effectively.
✨Showcase Your Interpersonal Skills
Since this role involves building and maintaining client relationships, be prepared to demonstrate your excellent communication skills. Think of examples where you've successfully established rapport with clients or colleagues, and how you handled any challenging situations with diplomacy.
✨Be Ready for Compliance Questions
Understand the importance of compliance in financial advising. Familiarise yourself with FCA regulations and the firm's policies. You might be asked how you ensure your work complies with these standards, so have a few examples ready to illustrate your commitment to ethical practices.
✨Demonstrate Your Proactivity
This role requires a self-starter attitude, so think of instances where you've taken the initiative in your previous roles. Whether it’s developing new business or improving processes, showing that you can take ownership will resonate well with the interviewers.