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05/05/2025
Type of Position: Financial Adviser (IFA) - Horsham
Pay: £50k - £60k
Reference: Horsham1
Financial Adviser - Horsham
Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This position will be a hybrid working role, with travel into their head office (based in Horsham) 1-2 times each week.
Key Responsibilities:
· To hold client’s meetings to update them on the performance of their portfolio, meetings will be face to face at their home, our office or by video call
· Assess client’s overall financial picture, understand their needs and develop a solid financial plan
· Determine clients’ expenses, level of income, protection coverage, their financial objectives and goals, tax status and risk tolerance
· Answer clients’ questions and address concerns
· Give advice to clients about protection coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
· To compile the post review outcome letter
· Work collaboratively with the team to achieve common goals and deliver exceptional client service
· Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built
Requirements:
· Experienced or Chartered Financial Adviser with 1+ years experience
· Valid Driving Licence
· Sense of ownership and pride in your performance and its impact on company’s success
· Highly self-motivated with the ability to offer excellent financial advice
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