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Financial Adviser – Lincolnshire


Basic Salary: Up to £60,000


A leading St. James’s Place Partner Practice in Lincolnshire is seeking an experienced and motivated Financial Adviser to join their growing team. The firm has a strong reputation for providing trusted, high-quality financial advice and offers access to an established client base, ongoing lead generation, and full administrative and paraplanning support.


Key Responsibilities:


  • Provide holistic financial planning across investments, pensions, and protection.
  • Build and maintain long-term client relationships through a client-first approach.
  • Identify opportunities to help clients achieve their financial objectives.
  • Work collaboratively with paraplanners and administrators to deliver a seamless service.


Requirements:


  • Level 4 Diploma in Financial Planning (progress toward Chartered preferred).
  • Proven experience as a Financial Adviser with a strong track record of client engagement.
  • Excellent interpersonal and communication skills.


This is a fantastic opportunity to join a respected and forward-thinking SJP Partner Practice offering genuine long-term progression and professional growth.


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