Financial Advisor (Investments / Pensions) (Permanent) in Bournemouth

Financial Advisor (Investments / Pensions) (Permanent) in Bournemouth

Bournemouth Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
Wallace Bates Limited

At a Glance

  • Tasks: Provide holistic financial planning advice to high-net-worth clients and develop new business opportunities.
  • Company: National financial services provider undergoing exciting changes.
  • Benefits: Competitive salary, career development, and a supportive work environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Full Financial Advisor qualifications and experience in client management.

The predicted salary is between 50000 - 70000 Β£ per year.

Our client is a national financial services provider currently undergoing a restructure and seeking a Financial Adviser in this office. The role involves providing holistic financial planning advice to existing high-net-worth private clients.

The main priority for this position is to service an existing client bank and develop new business opportunities.

Applicants should possess a full Financial ...

Financial Advisor (Investments / Pensions) (Permanent) in Bournemouth employer: Wallace Bates Limited

As a leading national financial services provider, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. Our Financial Advisors benefit from a robust training programme, competitive remuneration, and the opportunity to work with high-net-worth clients in a collaborative environment, all while being part of a company that values innovation and integrity.

Wallace Bates Limited

Contact Details:

Wallace Bates Limited Recruitment Team

We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent) in Bournemouth

Holistic Financial Planning
Client Relationship Management
Business Development
Investment Knowledge
Pension Planning
High-Net-Worth Client Service
Financial Analysis