Bond Williams Limited is seeking a Financial Client Servicing Adviser in Bournemouth to manage an established client portfolio and deliver ongoing financial advice. You will build strong relationships with clients and conduct regular reviews, ensuring compliant records and tailored recommendations.
The role suits a Level 4 qualified adviser, with CAS desirable and a client-focused, proactive mindset. A car for client visits across Dorset is preferred.
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Client-Focused Financial Adviser - Bournemouth Portfolio employer: Bond Williams Limited
Join an established international manufacturing business in Salisbury, where you will thrive in a supportive work culture that values integrity and accuracy in inventory management. With a 4.5-day work week, flexible hours, and a range of excellent benefits including a bonus scheme and enhanced maternity pay, this role offers meaningful opportunities for professional growth and development. Experience a collaborative environment that encourages innovation and teamwork while enjoying social events and a strong commitment to employee well-being.
