We are a working with a fantastic Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands.
Benefits:
Some of the great benefits that we offer are:
- Generous holiday entitlements
- Staff discount on legal fees
- Income protection
- Life assurance at 3 x salary
- Salary exchange pension scheme
- Employee Assistance Programme
The role:
The individual will be required to advise on a full range of financial matters and will be able to provide an efficient and comprehensive service to all clients with high levels of client care.
You will be a self-starter and expected to develop and own client relationships. Although based at the Lincoln office, you may be required to cover other offices and therefore a full current driving licence and use of your own vehicle (covered by business insurance) is required for this position.
Key Duties and Responsibilities:
- To provide an ongoing service to existing clients.
- To work with Partners and Fee Earners to develop new financial services business.
- Review clients' portfolios in accordance with ongoing service agreements.
- Clearly identify client needs, analyse and research the market in order to make suitable recommendations.
- Maintain performance standards.
- To ensure work complies with FCA regulations and best practice.
Hours of Work: 36.25 hours per week (09:00 – 17:15 Monday-Friday)
Location: Lincoln
Salary: Depending on Experience