Financial Services Specialist

3 weeks ago


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

We are seeking a Financial Adviser to manage client servicing reviews and build strong client relationships at First Recruitment Services.

Key Responsibilities:

  • Conduct client meetings to review portfolio performance and discuss financial plans.
  • Assess clients' financial needs and develop tailored financial solutions.
  • Provide guidance on investment planning, cash management, and protection coverage.
  • Determine clients' financial status and offer advice to support their goals.
  • Address client questions and concerns, fostering profitable relationships.
  • Generate post-review outcome letters following each client meeting.
  • Work collaboratively with team members to deliver excellent client service.

Requirements:

  • Qualified or Chartered Financial Adviser with a minimum of experience.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.


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