Financial Advisers

We are recruiting Employed Financial Advisers to join our team

Peter Harding Wealth Management is a Principal Partner Practice of  St. James\’s  Place with offices in Canford Cliffs, Shaftesbury and Sherborne. With over 30 years\’ experience, our advisers deliver wealth management expertise to private individuals, trustees and businesses.

Peter Harding Wealth Management has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry\’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

If you are committed to providing a first-class service to our clients, please get in touch and contact Clair Smith , Operations Director.

Financial Adviser Vacancy

We have an exciting opportunity for an experienced Financial Adviser to join us in our Canford Cliffs office. You’ll provide private clients and local businesses with a single point of contact for all their wealth management requirementson a full time, employed basis.

About The Role

Department: Adviser team

Location: Canford Cliffs and surrounding areas

Contract type: Permanent, full-time

Our Financial Advisers and Chartered Financial Planners supply full, holistic, financial advice to existing and new clients on a face to face and remote basis. You may also be called upon to conduct financial planning surgeries. Evening client meetings may be required. Conducting annual reviews for existing clients is a critical part of the role.

About You

• Within easy travelling distance to our Canford Cliffs Office
• An understanding of the financial services industry and financial planning.
• A previous Financial Planning role is an advantage.
• Level 4 diploma in regulated financial planning.
• A desire to remain current by staying up to date with legal, taxation and regulatory changes.
• A keen interest in ongoing personal and professional development.

 You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self – motivation, and a commitment to uphold the vision and mission of our business is key.

Why Join Us?

You will be part of a team that values flexibility, continuous learning, and a commitment to excellence. At Peter Harding Wealth Management, we are dedicated to upholding the vision and mission of our business, ensuring both client satisfaction and professional growth for our team members.

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