Financial Adviser

Financial Adviser - Newark or Grantham office existing client bank + legal referral network + hybrid flexibility + career development + established brandAre you an experienced Financial Adviser looking to join one of the East Midlands'' most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships?This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You''ll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients.You''ll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm''s Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues.The Role:Manage and develop an existing portfolio of wealth management clientsDeliver tailored advice across Investments, Pensions and Inheritance Tax PlanningConduct annual and ongoing client reviews in line with service agreementsBuild strong relationships with Partners and Fee Earners to generate new client opportunitiesResearch the market and provide compliant, suitable financial planning recommendationsMaintain accurate client records using the firm''s case management ..... full job details .....