Financial Adviser

Independent Financial Adviser, Nottingham/Lincolnshire. c£80,000 (Negotiable) plus Bonus and Benefits.

We are working with a well-established, independent financial planning firm, who are looking to appoint an experienced Independent Financial Adviser into their Wealth Management team based in Lincolnshire.

This is a genuinely attractive opportunity to join a growing business with a clear pathway to Associate and, ultimately, Partner level, including equity longer term. The firm has grown significantly in recent years and is progressing towards Chartered status.

You'll be joining a team of 5 advisers within a wider team of 14, working alongside an experienced dedicated Paraplanner and benefiting from a steady flow of introductions generated through the firm's solicitor relationships and the Head of Wealth's own extensive network.

The role:

• You will take over an existing book of circa £12m across 40 clients.

• Provide holistic financial advice across the board, with particular focus on IHT, business relief and pensions.

• Deliver an ongoing service to existing clients, reviewing portfolios in line with agreed service arrangements.

• Work with Partners and colleagues across the firm to develop new business, with a strong base of warm introductions and minimal cold BD required.

• Build strong internal relationships with Partners and fee earners across the firm to support the flow of client introductions.

• Maintain the highest standards of client care and ensure work is conducted compliantly and in line with FCA regulations.

About you:

• Level 4 Diploma qualified as a minimum; Chartered status desirable.

• Able to demonstrate a strong track record of building and maintaining client relationships, and comfortable with both servicing and business development.

• Self-starter, able to take ownership of client relationships and work independently.

• No new business targets, but a proactive, relationship-focused approach is essential.

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .