Full job descriptionFinancial Adviser,
Grantham
£50,000 - £65,000 + Benefits + Established Client Bank + Career Progression
Are you a Financial Adviser looking to join a growing financial planning business with an established client bank and exciting long term growth plans?
This is an excellent opportunity to join a well established financial planning firm that has grown significantly through strategic acquisitions and continues to expand its assets under management, after being prioritised as a firm to invest heavily into.
Following a change within the existing advisory team, the business is looking to appoint a Financial Adviser to potentially take over an established portfolio of clients, providing an immediate foundation from which to build strong relationships and deliver high-quality financial advice.
With further acquisitions in progress, investment in technology and a strong support structure, this is an opportunity to join a business that offers stability, autonomy and the potential for long-term career progression.


The Role:
*Manage and develop an established client bank, delivering ongoing financialadvice.
*Conduct client reviews and identify opportunities to grow existing relationships.
*Deliver holistic financial planning tailored to clients’ needs.
*Work closely with power planners and administrators to provide an excellent client experience.
*Maintain high standards of compliance and contribute to the firm’s continued growth.
The Person:
*Independent Financial Adviser with diploma qualification
*Experience managing a client bank and delivering ongoing financial advice.
*Strong technical knowledge and excellent client relationship skills.
*A proactive, client-focused approach with good organisational skills.
*A collaborative attitude and a strong fit with the existing team.