Servicing Financial Advisor Position (To Manage existing clients) (No Targets or KPI’S)

Servicing Financial Advisor Position (To Manage existing clients) (No Targets or KPI’S) - Location: Offices Close to Chelmsford - Salary: £40,000 - £50,000 (DOE)- Career Progression - Study Support , Supportive culture, Great Opportunity - Office Based

Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You'll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients. This will be a client facing role!To thrive in this role as a Servicing Financial Advisor you’ll need at least 2 years plus experience as a paraplanner or Trainee Advising along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.In return for your expertise and dedication, our client offers a competitive salary, generous annual leave, pension contributions, professional development support, a varied client base and a supportive and collaborative environment. Don't let this fantastic opportunity pass you by! Take the next step in your financial planning career and apply today.For a confidential discussion about this exciting Servicing Financial Advisor opportunity, please contact Samantha Negbenebor.