Servicing Adviser

Job Description

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

  • Competitive Salary - £37,000 to £40,000
  • 35 hours per week
  • 25 days holiday plus Bank Holidays, and an Additional Birthday Holiday
  • Long Term Service Benefit Enhancements
  • Christmas Closure
  • Competitive Bonus Scheme
  • Perkbox Scheme
  • Pension
  • Private Medical Insurance
  • Death in Service
  • Fully Funded Summer and Winter Social Events
  • Generous Study/Training Program
  • Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System


Attractive renumeration package available, apply today to