Financial Service Advisor
21 hours ago
Job Title: Service Advisor 2nd Shift
About the Role:
We are seeking a skilled Financial Advisor to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.
Key Responsibilities:
- Conduct client meetings to review and discuss portfolio performance.
- 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.
- Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
- Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
Requirements:
- 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.
About Us:
We are a leading recruitment agency with a strong reputation for matching talented individuals with exciting career opportunities.
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