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Financial Advisor

icon building Company : Reed
icon briefcase Job Type : Full Time

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Job Description - Financial Advisor

Financial Advisor
  • Annual Salary: To be discussed
  • Location: Lincoln (with travel to other offices)
  • Job Type: Full-time

We are seeking a proactive Financial Advisor to join our team in Lincoln. This role requires a dedicated individual who can provide a comprehensive and efficient financial service to our clients, ensuring high levels of client care. The successful candidate will be a self-starter, capable of developing and owning client relationships. A full current driving licence and use of your own vehicle, covered by business insurance, is essential for this position.

Day-to-day of the role:
  • Provide ongoing service to existing clients.
  • Collaborate 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 to make suitable recommendations.
  • Maintain performance standards in line with company goals and compliance requirements.
  • Ensure all work complies with FCA regulations and best practice.
Required Skills & Qualifications:
  • Proven experience as a Financial Advisor.
  • Strong ability to develop and manage client relationships.
  • Excellent analytical skills and the ability to provide comprehensive financial advice.
  • Knowledge of FCA regulations and compliance procedures.
  • Must have a full current driving licence and use of a vehicle covered by business insurance.
  • Excellent communication and interpersonal skills.
Benefits:
  • Generous holiday entitlements.
  • Staff discount on legal fees.
  • Income protection.
  • Life assurance at 3 x salary.
  • Salary sacrifice pension scheme.
  • Employee Assistance Programme.

Essential

A diploma level financial services qualification.

Statement of Professional Standing from an approved Accredited Body.

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