Financial Services Specialist
3 weeks ago
Estimated Salary: £52,500.00 per annum
About the CompanyFirst 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- Conduct client meetings, both in-person and via video call, to review and discuss portfolio performance.
- Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
- Assess clients' financial needs and objectives, developing tailored financial plans to meet their goals.
- Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives.
- Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
- MUST HAVE Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
- Valid driving license.
- High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.
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