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Servicing Financial Adviser

Job Specification

Financial Services
West Sussex


An exciting opportunity has arisen for a Financial Adviser, ideally with 2-8 years’ experience, to join a highly successful practice in the South East. With over 3,500 clients and in excess of £900m of client funds under management, you’ll be joining a very well-established practice with significant infrastructure to enable further growth.

As an adviser of one of the largest practices in the South East, you’ll be provided with direct access to;

  • Training and development
  • Access to a first-class marketing team
  • In-house paraplanning and administration service
  • Wealth Platform Client Portal, providing live valuations
  • Industry leading CRM system
  • A unique and market leading client review process, which eliminates adviser’s admin time and maximises the engagement between an adviser and a client

Remuneration & Benefits:

  • Group company pension scheme with matching of contributions of up to 10%
  • Private medical insurance scheme
  • Death in Service scheme
  • Up to 20 days a year holiday + bank holidays
  • Modern offices with onsite gym, garden, parking and breakout areas
  • Highly competitive salary of £40k basic, £50k basic after passing 6-month probation
  • Year 1 OTE 65K plus

Main Responsibilities and Accountabilities

  • 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.
  • Analysing financial data received from clients to develop strategies for meeting clients’ financial goals.
  • Preparing and/or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Work closely with senior financial advisers to agree next steps with their clients.
  • Managing and updating client portfolios.
  • Working to pre-determined targets
  • Building and maintaining your client base

Experience and Education Requirements

  • 2-8 years’ industry experience.
  • Level 4 qualification in financial management (CII preferable)
  • Experience managing funds under management (FUM) of £50+ million
  • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
  • Experience with financial planning software
  • Excellent interpersonal and communication skills
  • A minimum of 24 months CF30 experience.
  • Chartered status a plus but not a requirement
Salary £40,000

+ Great Employee Benefits

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