We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
Our client are looking for a Servicing Adviser to 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 role will also involve working closely with the principle adviser to identify new business opportunities.