TG Selection
Servicing Financial Planner
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I'm exclusively supporting a modern boutique Independent Financial Planning business to appoint a Servicing Financial Planner to join their growing team. This is an excellent opportunity for an existing or recently qualified Financial Advisor who enjoys maintaining long-term client relationships and delivering a high-quality ongoing service.
About the Role
As a Servicing Financial Planner, you will be responsible for managing relationships with existing clients, conducting regular review meetings and providing ongoing financial planning support.
Key responsibilities
- Conducting regular client review meetings, both virtually and face-to-face
- 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 and ensuring advice is delivered to a high professional standard
- Working closely with existing Paraplanning and Administration teams to ensure a seamless client experience
- Maintaining trusted relationships with clients and becoming a key point of contact
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About You
- Minimum Diploma Level 4 qualification
- 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
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What's on Offer
- £45,000 – £60,000 salary, depending on experience and qualifications
- Bonus potential
- Opportunity to join a modern and growing Financial Planning business
- Established clients with no new business target or expectation
- Friendly and supportive team environment
If you're an experienced Financial Planner looking for your next opportunity and would like to find out more, please apply to get in touch for a confidential discussion.
Your contact: Keith Enright at TG Selection keith.enright@tgselection.com 07779 124323
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