Financial Services Specialist

2 days ago


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

We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. As one of the UK largest financial advisers, our client is looking for an individual who can provide exceptional financial advice to clients.

Key Responsibilities:
  1. Client Meetings: Conduct in-person meetings at clients' homes or offices and video calls to review portfolio performance.
  2. Financial Planning: Assess clients' financial needs and develop tailored plans to meet their goals.
  3. Investment Guidance: Provide guidance on investment planning, cash management, protection coverage, and other strategies to support clients.
  4. Financial Analysis: Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.

Our ideal candidate will have a minimum of one year of relevant experience as a Qualified or Chartered Financial Adviser. Additionally, they must possess a valid driving license, high self-motivation, integrity, and a commitment to delivering excellent financial advice.



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