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 build client relationships. The ideal candidate will have DipFA Level 4 and experience in client management and business development. This is a permanent position with a hybrid working model and a salary range of £40,000 – £60,000 per annum, alongside a referral bonus offer.

Benefits

250 referral bonus

Qualifications

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

Responsibilities

• Maintain and build on an existing client portfolio.
• Service clients' needs and offer financial solutions.
• Conduct client visits as necessary.

Skills

Client relationship management

Business development

Financial advice

Education

DipFA Level 4

Job description

Financial Advisor
Location: West Sussex
Contract: Permanent
Salary: 40,000 – 60,000 per annum
Start Date: ASAP
Contact: (url removed)
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 (phone number removed) or email (url removed)
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