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Servicing Financial Adviser

Job Specification

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    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

    Speak to one of our consultants 0203 764 2350

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