Financial Service Advisor

21 hours ago


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

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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