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 public transport links.
Interested? If you’re looking for an opportunity to develop your career with a great company while building meaningful client relationships, we’d love to hear from you.
Bond Williams Professional Recruitment are an equal opportunity employer
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Financial Client Servicing Adviser – Up to £40k + bonus – BMTH employer: Bond Williams
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.
