Financial Advisor

Service Care Solutions Ltd; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in West Sussex is seeking a Financial Advisor to manage an existing client portfolio and develop new business. The ideal candidate will have at least DipFA Level 4 and experience in client relationship management. This role offers a competitive salary ranging from £40,000 to £60,000 per annum, with hybrid working arrangements available.

Benefits

£250 referral bonus

Qualifications

• Must have DipFA Level 4 as a minimum with experience post qualification.
• Experience managing a client portfolio and developing new business required.
• Ability to provide specialist advice and solutions to clients.

Responsibilities

• Maintain and build on existing portfolio of clients.
• Service client needs effectively.
• Conduct client visits throughout the week.

Skills

Client portfolio management

Business development

Specialist advice provision

Client relationship building

Education

DipFA Level 4

Job description

Financial Advisor
Location: West Sussex
Contract: Permanent
Salary: £40,000 - £60,000 per annum
Start Date: ASAP
Contact: [e-mail]
*Hybrid Working*

Job Description
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in West Sussex for Financial Advisors to join the team on a permanent basis. The Financial Advisors would come into a role with an existing portfolio and be given the responsibility to maintain and potentially build on the client book.

They have a range of specialist portfolios that will require the Advisor to build and maintain relationships with clients on the books, servicing needs where required.

CandidateCriteria

• DipFA Level 4 as a minimum with experience post qualification
• Experience of managing a client portfolio with experience of developing new business or fully servicing an existing book
• Ability to deal with a range of clients, providing specialist advice and solutions
• Drivers licence and access to a car would be essential for client visits throughout the week

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email [e-mail]
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed