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For Companies At a Glance
- Tasks: Advise clients on financial matters and develop strong client relationships.
- Company: Join a historic Top 200 Law Firm with a legacy since 1856.
- Benefits: Enjoy generous holidays, staff discounts, income protection, and life assurance.
- Why this job: Be part of a supportive culture focused on client care and professional growth.
- Qualifications: Must have a Statement of Professional Standing and relevant degree or experience.
- Other info: Full driving licence required; travel between offices may be necessary.
The predicted salary is between 36000 - 60000 £ per year.
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 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:
Qualifications:
- 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.
- Confident in front of clients;
- Ability to prioritise workloads and meet deadlines and to work in an efficient manner.
- Ability to communicate technical issues to a 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.
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.
Please refer to our privacy policy for information regarding how your personal data is processed.
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Independent Financial Adviser - Lincoln, Lincolnshire employer: Chattertons Solicitors
Contact Detail:
Chattertons Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Lincoln, Lincolnshire
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as Independent Financial Advisers. Attend local finance-related events or seminars in Lincolnshire to make connections and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the specific regulations and compliance requirements set by the FCA. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to best practices during interviews.
✨Tip Number 3
Showcase your business development skills by preparing examples of how you've successfully built client relationships in the past. Be ready to discuss strategies you would implement to attract new clients for the firm.
✨Tip Number 4
Research Chattertons and their approach to wealth management. Understanding their values and client care philosophy will help you align your answers during the interview and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Independent Financial Adviser - Lincoln, Lincolnshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in investments, pensions, and inheritance tax planning. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention your qualifications, such as your Statement of Professional Standing, and explain how your skills align with their needs, especially in client care and business development.
Highlight Relevant Skills: Emphasise your excellent communication, problem-solving, and attention to detail skills. Provide examples of how you've successfully communicated complex financial concepts to clients in the past.
Showcase Your Client Relationships: If you have an existing client following, mention this in your application. Discuss how you have developed and maintained these relationships, as this is crucial for the role.
How to prepare for a job interview at Chattertons Solicitors
✨Know Your Financial Stuff
Make sure you have a solid understanding of investments, pensions, and inheritance tax planning. Brush up on the latest market trends and regulations, as you'll need to demonstrate your expertise during the interview.
✨Showcase Your Client Care Skills
Since the role requires high levels of client care, prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and ability to empathise with clients.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've identified problems and provided effective solutions. This will showcase your analytical skills and your ability to think on your feet, which are crucial for this role.
✨Prepare for Business Development Questions
As the position involves developing new financial services business, think about your previous experiences in business development and marketing. Be prepared to share your strategies for attracting and retaining clients.
