Financial Services Specialist

3 weeks ago


Horsham, West Sussex, United Kingdom First Recruitment Services Full time
Servicing Adviser

Estimated Salary: £52,500.00 per annum

About the Company

First Recruitment Services is seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.

Key Responsibilities
  1. Conduct client meetings, both in-person and via video call, to review and discuss portfolio performance.
  2. Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
  3. Assess clients' financial needs and objectives, developing tailored financial plans to meet their goals.
  4. Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives.
  5. Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
Requirements
  1. MUST HAVE Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
  2. Valid driving license.
  3. High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.


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