Client Relationship Advisor

7 days ago


West Sussex, United Kingdom Professional Placement (Southern) Ltd Full time

I am recruiting for 2 offices that are located in West & East Sussex area.

This role is a great opportunity for a Financial Consultant to work with an established Advisor on liaising with an existing client book with a total FUM of up to £100m which is approximately 400 clients, but this will grow.

**The role**

This unique role within the practice focuses upon supporting a team of Financial Advisers with all matters relating to client servicing. You’ll be speaking with clients on a daily basis, typically using Zoom, Teams or by phone, and will be supported by adedicated Financial Planning Assistant, who will ensure all your meetings are booked, along with handling all other areas of administration.

Engaging with clients to determine their financial objectives, through in-depth fact finding to provide them with bespoke holistic financial plan.

Contacting clients regularly to discover changes in their financial status.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their planning.

**What you need to apply**

Dip Level 4 - Financial planning

Experience working in a client facing role either B2B, Business Development, Financial Planning or Paraplanning role.

Excellent communication skills

Attention to detail, and organisation is key.

This role is offering a base salary or circa £40 - £50k along with Commission, PMI and other benefits.



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