Bond Williams Professional Recruitment is seeking a Financial Client Servicing Adviser for an established financial planning business in Bournemouth. You will manage an existing client portfolio and conduct regular reviews, delivering ongoing financial advice and building trusted relationships with clients.
The role suits a Level 4 qualified adviser who enjoys client-facing work. Three days a week in the office (Mon, Thu, Fri) with a competitive package including £35,000–£40,000 salary and a 10%
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Dorset Financial Client Adviser - Portfolio & Relationships employer: Bond Williams Professional Recruitment
Bond Williams Professional Recruitment offers an exceptional work environment for the Client Director role in Ferndown, where you will be part of a supportive team dedicated to delivering high-quality service. The firm prioritises employee growth through continuous professional development and fosters a collaborative culture that values innovation and client satisfaction. With a focus on work-life balance and a commitment to excellence, this is an ideal place for professionals looking to make a meaningful impact in the accounting sector.
Contact Details:
Bond Williams Professional Recruitment Recruitment Team
