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