We’re looking for a Financial Client Servicing Adviser to join an established financial planning business in Bournemouth.
This is a fantastic opportunity to build your career with a great company, developing long-term client relationships and providing ongoing financial advice to an established client portfolio.
The role would suit a Level 4 qualified adviser who enjoys the relationship-building side of financial planning rather than actively hunting for new business.
The Role
- Manage and develop an established portfolio of clients.
- Conduct regular client reviews and provide ongoing financial advice.
- Build trusted relationships and identify clients’ changing needs.
- Prepare suitability reports and maintain compliant client records.
- Deliver exceptional service throughout the client journey.
What We’re Looking For
- Level 4 Diploma in Financial Planning.
- Ideally achieved CAS (Competent Adviser Status), although newly qualified advisers working towards CAS will be considered.
- Excellent communication and relationship-building skills.
- A proactive, client-focused approach.
- Access to a car for client visits across Dorset.
Salary & Benefits
- £35,000–£40,000 basic salary, depending on experience.
- 10% annual bonus, subject to performance criteria.
- Additional incentives on new business written.
- Three days per week in the office, ideally Monday, Thursday and Friday.
- Convenient Bournemouth location with excellent bus routes.
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Financial Client Servicing Adviser 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
