Advisory Services Professional

3 weeks ago


Chesterfield, Derbyshire, United Kingdom Heat Recruitment Full time
Job Description

We are seeking a skilled Independent Wealth Manager to join our financial services team based in Lincoln, UK.

Key Responsibilities

The successful candidate will be responsible for:

  • Providing financial planning advice and solutions to existing clients.
  • Developing new business opportunities with an existing client bank.
  • Supporting clients in achieving their long-term financial goals.
Requirements

To succeed in this role, you will need:

  • Proven experience as an Independent Financial Adviser.
  • Strong knowledge of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
Salary and Benefits

The estimated salary for this role is £60,000 - £80,000 per annum, dependent on experience. This is a permanent / contract position with flexible working options, including on-site, remote, or hybrid arrangements.



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