I'm exclusively supporting a modern boutique Independent Financial Planning business to appoint a servicing led Financial Planner to join their growing team.
This is an excellent opportunity for a qualified Financial Advisor who wishes to take a service led approach to maintaining long-term client relationships and delivering a high-quality ongoing outcomes without having to generate new client enquiries and leads generation.
About the Role
As a client servicing Financial Planner, you will be responsible for managing relationships with existing clients, conducting regular review meetings and delivering ongoing financial planning outcomes.
Key responsibilities
Conducting regular client review meetings, both face-to-face and over video.
Providing ongoing financial planning advice and support to existing clients
Identifying and responding to clients' changing financial planning needs
Supporting ongoing business and client servicing requirements
Preparing recommendations ensuring advice is delivered to a high professional standard
Working closely with Paraplanning and Administration teams to ensure a seamless client experience
Maintaining a trusted relationship with clients and becoming a key point of contact
About You
Experience working in regulated Financial Planning
IFA or restricted backgrounds both welcome
Knowledge across core financial planning areas
An understanding of client review processes, ongoing servicing, and suitability requirements.
Excellent communication and relationship-building skills
A professional, client-centric approach
What's on Offer
£45,000 – £60,000 salary, depending on experience and qualifications
Opportunity to join a modern and growing Financial Planning business
No new client requirement as all clients are in place.
Friendly and supportive team environment
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