Financial and Wealth Advisor - Lincolnshire (Hybrid)

Location Lincolnshire
Discipline: Accountancy & Finance, Office & Commercial Support, Sales & Marketing
Job type: Permanent
Contact name: Edward Jepson

Contact email:
Job ref: EJwealthman
Published: 2 months ago
​Lincolnshire circa £50k plus host of employee benefits

About our clients: Established Wealth and Financial advisors serving clients across the UK.

We’re on the hunt for a skilled and experienced Financial and Wealth Advisor on an employed basis.

Our clients are a multi-office operation and offer a range of Financial Services to their clients across the UK including investments, retirement, protection, insurance, tax planning, equity release and estate planning.

We have an opportunity for an experienced Financial and Wealth Advisor with level 4 Diploma (CF30) qualification in Financial Planning to join this successful business.

The Opportunity:

A qualified and motivated Financial and Wealth Advisor with great customer service skills and experience in dealing with a wide range of differing client needs. You’ll be confident in building and developing new client relationships as you seek to identifying your clients short, medium and long-term financial planning goals. Supporting them with the best Financial Advice helping them by mapping out a financial goals route and managing the process.


  • Existing client bank

  • Hybrid working style – Manage your own diary

  • Work for a leading Financial company

  • Comprehensive back-office support

Skills and experience required:

  • Natural drive to manage and develop clients

  • Superb Listener and Rapport Builder

  • Previous experience in Wealth/Investment Management or Financial Advice sales

  • Strong written and verbal communication skills.

  • The drive and ambition to succeed.

  • Able to build and maintain strong customer relationships

Do you have a proven track record of writing high levels of business year on year and Financial Advisory experience within a whole of market advisory capacity? If so apply today in confidence for this superb opportunity.

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