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Financial Advisor

Service Care Legal
Posted 20 days ago, valid for a month
Location

Pulborough, West Sussex RH202LW, England

Salary

£40,000 - £60,000 per annum

Contract type

Full Time

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Sonic Summary

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  • A Financial Advisor position is available in West Sussex with a permanent contract offering a salary between £40,000 and £60,000 per annum.
  • Candidates must have at least DipFA Level 4 qualification and relevant experience managing a client portfolio.
  • The role requires building and maintaining relationships with clients, as well as servicing their financial needs.
  • A valid driver's license and access to a car are essential for client visits throughout the week.
  • Interested applicants can contact Service Care Solutions for more information and potential referral bonuses.
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

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.