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- Tasks: Provide expert financial advice and manage client relationships in a dynamic environment.
- Company: Join Chattertons, one of the UK's oldest and respected law firms.
- Benefits: Enjoy equal opportunities, community engagement, and a supportive workplace culture.
- Other info: Flexible working hours and opportunities for professional development.
- Why this job: Make a real impact in clients' financial lives while growing your career.
- Qualifications: Experience in finance, strong communication skills, and a proactive attitude required.
The predicted salary is between 40000 - 50000 £ 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. As such, a full, current driving licence and use of your own vehicle (with appropriate business insurance) is essential.
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
- 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).
- Degree (or equivalent experience).
- Trust Investment experience.
- Clear understanding of confidentiality/Data Protection.
- 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.
Why work at Chattertons
Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.
Benefits:
Some of the great benefits that we offer include: 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.
Independent Financial Adviser - Grantham or Newark, UK in Lincolnshire employer: Chattertons Solicitors
Contact Detail:
Chattertons Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Grantham or Newark, UK in Lincolnshire
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. 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! Prepare to discuss your knowledge of investments, pensions, and inheritance tax planning in detail. Be ready to share examples of how you've helped clients in the past. This will demonstrate your value and make you stand out.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on your communication skills and how you present your ideas. This will help you feel more confident and articulate during the real deal.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and helps us keep track of all the amazing candidates like you. Plus, it’s super easy to do!
We think you need these skills to ace Independent Financial Adviser - Grantham or Newark, UK in Lincolnshire
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 provided excellent client care and managed financial portfolios in the past. We love a good story!
Show Off Your Skills: Don’t hold back on showcasing your skills! Whether it's your proficiency in Microsoft Office or your strategic thinking abilities, make sure we know what you bring to the table. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen to join our team at Chattertons!
How to prepare for a job interview at Chattertons Solicitors
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and inheritance tax planning. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Client Relationship Skills
Since this role involves managing client relationships, be ready to share examples of how you've successfully built and maintained client rapport in the past. Highlight your interpersonal skills and any strategies you've used to ensure client satisfaction.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and the importance of compliance in financial advising. Be prepared to discuss how you ensure that your work adheres to these standards, as this is crucial for maintaining the firm's reputation.
✨Be Ready to Discuss Flexibility
Given the requirement to work anti-social hours and travel to different offices, be prepared to talk about your flexibility and willingness to adapt. Share any relevant experiences where you've had to adjust your schedule to meet client needs.