Independent Financial Adviser

2 weeks ago


North Kesteven Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

Job Title: Independent Financial Adviser
We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you have a passion for financial planning, exceptional business development skills, and a commitment to providing top-notch client service, we want to hear from you.
Client Acquisition: Provide comprehensive financial advice to clients in areas such as Investments, Pensions, Protection, and Equity Release.
* Relationship Building: Develop and maintain strong business relationships with colleagues to generate leads and support your business growth.
Qualified to Level 4 Diploma in Financial Planning or equivalent.
* Proven experience as a Financial Adviser with a successful track record in business development.
* Excellent knowledge of Investments, Pensions, Protection, and Equity Release.
If you are an ambitious and experienced Independent Financial Adviser looking to take the next step in your career, we would love to hear from you.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF


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