Financial Planner

2 weeks ago


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

First Recruitment Services is seeking a skilled Financial Planning Administrator to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The ideal candidate will have a valid driving license, a high level of self-motivation, and a commitment to delivering excellent financial advice.

Key Responsibilities:
  1. Conduct client meetings to review and discuss portfolio performance.
  2. Assess clients' financial needs and objectives, developing tailored financial plans to meet their goals.
  3. Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives.
  4. Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
  5. Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
Requirements:
  1. 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.

The successful candidate will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and building strong relationships with clients. If you are a qualified financial professional with a passion for delivering excellent service, we encourage you to apply.



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