Dorset Financial Client Adviser - Portfolio & Relationships

Bond Williams Professional Recruitment; Lower Blandford St Mary; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

10% annual bonus

Incentives on new business written

Three days in the office

Job summary

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%

Qualifications

• Excellent communication and relationship-building skills.
• Proactive, client-focused approach.

Responsibilities

• 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.

Job description

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%