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Our client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.
Key Responsibilities:
- Conduct client meetings, both in-person (at their home or our office) and via video call, 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.
- Generate detailed post-review outcome letters following each client meeting.
- Build and maintain a strong client base, fostering profitable and lasting relationships.
- Work collaboratively with team members to deliver excellent client service and achieve shared business objectives
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.
- Effective time-management skills and a team-oriented mindset.
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.
