Servicing Adviser

Servicing Adviser

Location: Horsham

Salary: Up to £55,000 - plus uncapped commission

Are you currently an Adviser, looking for more of a servicing role, with more emphasis on annual review work and generating new business from this client bank?

The Client:

Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.

The Role:

In this pivotal role, you'll take full responsibility for the annual review process of an existing portfolio of clients.

You'll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups.

With around three review meetings a day, face to face, in the office or via zoom, this is a fantastic opportunity to build lasting relationships with clients. This role will also involve working closely with the principle adviser to identify new business opportunities, and there will be uncapped commission for developing this new business.

Why Apply?

• No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on a client centric approach to advice, but with the added benefit of uncapped commission for new leads generated from the servicing of these clients.
• Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
• Enjoy 9-5 working hours with free parking
• Flexible working hours to fit around travel requirements for in house meetings.
• Hybrid working with a couple of days a week in the office to collaborate with the team and have help with reports etc.
• Death in Service, Income Protection
• Full home set up, laptop and VOIP phone

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, understand their needs and develop a solid financial plan
• 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 in order to help them reach their financial goals
• To compile the post review outcome letter
• Work collaboratively with the team to achieve common goals and deliver exceptional client service
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built

Requirements:

• Experienced or Chartered Financial Adviser with 1+ years experience
• 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

Interested?

If you're ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we'd love to hear from you.