Job Title: Servicing Adviser Industry: Wealth Management Location: Horsham Salary: £45,000 + uncapped bonus Job Reference: 9353 Job Description Recruit UK is thrilled to partner with a prominent investment firm to recruit a Servicing Adviser.
In this role, you will look after and carry out the servicing reviews for their clients, complying with policies and regulatory requirements.
To build and maintaining client relationships, understanding the client's specific financial goals.
This hybrid role offers comprehensive training and professional development, with potential for extension or internal progression for high-performing individuals within this expanding client.
Key Responsibilities To hold client's meetings to update them on the performance of their portfolio, meetings will be face to face at their home, our office or by video call Assess client's overall financial picture Determine clients' expenses, level of income, protection coverage, their financial objectives and goals, tax status and risk tolerance Answer clients' questions and address concerns Give advice to clients about protection coverage, investment planning, cash management or any other areas To compile the post review outcome letter Work collaboratively with the team to achieve common goals Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built Benefits 25 days of annual leave Competitive salary of up to £45,000 Hybrid 1-2 days in the office Life assurance Income protection Pension Skills and Experience Required Experienced or Chartered Financial Adviser with 1+ years experience and Level 4 Diploma Valid Driving Licence Sense of ownership and pride in your performance and its impact on company's success Good time-management skills Highly self-motivated with the ability to offer excellent financial advice Able to work in a team environment