Servicing Adviser

About the company

We are working with a well-established, boutique Independent Financial Advice practice seeking a personable and experienced Adviser to take responsibility for an existing, loyal client bank. This is a unique opportunity to inherit established relationships and provide ongoing advice and service, allowing the business owner to focus on business development and growth.

Your tasks

• Manage and develop an established portfolio of existing clients.
• Conduct annual reviews and ongoing financial planning meetings.
• Provide holistic financial advice tailored to client needs and objectives.
• Maintain strong client relationships and deliver exceptional service.
• Work closely with the business owner and support team to ensure a seamless client experience.
• Identify opportunities to enhance client outcomes through appropriate advice, without the expectation of proactive business development activity.

Requirements

Are you an experienced Financial Adviser looking to focus on delivering great client outcomes without the pressure of generating new business?

This role would suit

• An Adviser approaching retirement who wants to continue advising without sales pressure.
• An experienced IFA looking to step away from aggressive new business targets.
• A relationship-focused professional who enjoys nurturing long-term client relationships.
• A Financial Adviser seeking a better work-life balance while continuing to deliver high-quality advice.

• Level 4 Diploma qualified (or equivalent).
• Previous experience advising clients within an IFA, wealth management or financial planning environment.
• Strong relationship management and communication skills.
• Professional, ethical and client-focused approach.
• Ability to manage ongoing client relationships and deliver excellent service.

What we offer

What's on Offer?

• Established and loyal client bank provided.
• No cold calling or business generation targets.
• Supportive, client-centric culture.
• Strong administrative and paraplanning support.
• Flexible working arrangements considered.
• Competitive salary and benefits package.
• Opportunity to focus on what most advisers enjoy most; advising clients and building lasting relationships.

How to apply

If you're looking for an advisory role where client care takes priority over sales targets, we'd love to hear from you.

Contact us today for a confidential discussion.

Other

Financial Adviser / Client Relationship Adviser Existing Client Bank | No New Business Targets | Flexible Opportunity