Financial Services Specialist
3 days ago
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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