Servicing Adviser - Manchester, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Servicing Adviser:

Job Reference: 1420

Date Posted: 15 June 2023

Recruiter: Independent Resourcing Consultancy
Location: Manchester
Salary: £37,000 to £40,000
Sector: Other Financial Services Jobs
Job Type: Permanent
Contact: Justin Dewey

Our client is an award-winning financial planning firm, with over £1bn in assets under management.

At the heart of the business is a clear and succinct purpose - to provide a positive client outcome in everything we do.

They partner with their clients offering expert financial advice to help them plan for their best financial future.

As a member of the servicing team, you will join like-minded professionals continually focused on sharpening their skills and knowledge so they can remain at the top of their industry.

They believe in the importance of financial advice and how they provide it.

Key Duties
Supporting Advisers with their professional introducers - Accountancy Practices

Working within your support team of Paraplanners and Administrators

Private client (HNW) advice:

Protection
Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS
Pensions including PPs/FAD/Annuity/ SIPP/SSAS
IHT and Trust Planning

Corporate advice:

Group Risk
Group Pensions
Corporate Protection
Corporate Investments

Generate client referrals, with a focus on business development

Providing expert financial advice to existing clients

Education / Qualifications

Valid SPS
Minimum Level 4 Diploma QCA
Driving Licence
Clean CRB
It is expected that applicants would currently hold a Trainee Adviser or Paraplanning role

Reward package