Client-Focused Financial Adviser - Bournemouth Portfolio

Bond Williams Limited; Bournemouth; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

10% annual bonus

Incentives on new business written

Three days per week in the office (Mon

Thu and Fri)

Job summary

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.

Qualifications

• Level 4 Diploma in Financial Planning required.
• CAS status desirable; newly qualified advisers considered if working towards CAS.
• Strong communication and relationship-building skills essential.
• Proactive, client-focused approach with a professional demeanor.

Responsibilities

• Manage and develop an established client portfolio.
• Conduct regular client reviews and provide ongoing financial advice.
• Build trusted relationships and identify changing client needs.
• Prepare suitability reports and maintain compliant client records.
• Deliver exceptional service throughout the client journey.

Skills

Excellent communication

Relationship building

Proactive client-focused approach

Education

Level 4 Diploma in Financial Planning

CAS (Competent Adviser Status)

Job description

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.