Financial Advisor

Service Care Legal; 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 portfolio and develop client relationships. The ideal candidate has a DipFA Level 4 and experience in providing financial advice. This permanent role offers a competitive salary and the flexibility of hybrid working conditions.

Benefits

Referral bonus of £250

Hybrid working model

Qualifications

• Minimum DipFA Level 4 with experience post qualification.
• Experience managing a client portfolio and developing new business.
• Ability to provide specialist advice and solutions.

Responsibilities

• Maintain and build on the client book.
• Build and maintain relationships with clients, servicing needs.

Skills

Client relationship management

Financial advice and solutions

Business development

Education

DipFA Level 4

Job description

Overview

Financial Advisor – West Sussex. Location: West Sussex; Contract: Permanent; Salary: 40,000 - 60,000 per annum; Start Date: ASAP; Hybrid Working; Contact: (url removed).

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.

Responsibilities

• Maintain and potentially build on the client book.
• Build and maintain relationships with clients on the books, servicing needs where required.

Candidate Criteria

• 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.
• Driver’s licence and access to a car would be essential for client visits throughout the week.

How to Apply

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Referral Bonus

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.