Full job description

Financial Adviser, Grantham
£50,000 – £65,000 + Benefits + Established Client Bank + Career Progression + Full back office support
Are you an experienced Financial Adviser looking to join an ambitious and growing financial planning business, with the opportunity to inherit an established client bank and play a key role in its continued development?
This is an excellent opportunity to join a well-established financial planning firm that has experienced significant growth through strategic acquisitions and is entering an exciting period of further investment and expansion. Having been identified as a business to receive significant investment, the firm has ambitious long-term growth plans, with further acquisitions, technology investment and continued development of its advisory proposition.
Following a change within the existing advisory team, the business is now looking to appoint an experienced Financial Adviser who could take over an established portfolio of clients. This provides an immediate foundation from which to build relationships, deliver high-quality financial advice and develop a successful long-term client bank.
You’ll be joining a business with an established support structure, including dedicated power planners and administrators, allowing you to focus on what you do best: advising clients, developing relationships and delivering holistic financial planning.
With continued investment, further acquisitions and opportunities for progression, this is an excellent opportunity to join a growing business offering stability, autonomy and genuine long-term potential.
The Role:*Take responsibility for an established portfolio of clients, providing ongoing financial advice and developing long-term relationships.
*Conduct regular client reviews, identifying opportunities to enhance existing relationships and grow the client bank.
*Deliver holistic financial planning, covering investments, pensions, retirement planning and wider financial needs.
*Work closely with dedicated power planners and administrators to ensure an efficient and high-quality client experience.
*Identify opportunities to develop the portfolio through referrals, existing relationships and business development.
*Maintain excellent compliance standards and contribute to the continued success and growth of the business.
The Person:*Diploma-qualified Independent Financial Adviser, ideally with CAS
*Strong technical knowledge across pensions, investments and wider financial planning.
*Excellent communication and relationship-building skills, with the ability to develop lasting client relationships.
*Commercially minded, proactive and motivated to develop an established portfolio.
*A collaborative approach, with the ability to work effectively alongside the existing advisory and support teams.