Financial Client Services Adviser with Client Reviews

Bond Williams; 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

Job summary

Bond Williams is seeking a Financial Client Servicing Adviser to join an established financial planning business in Bournemouth. You will manage an existing client portfolio and provide ongoing financial advice, building long‑term relationships and ensuring high-quality service.

The role suits a Level 4 qualified adviser, with CAS welcomed, who enjoys client interaction rather than new business hunting. Three days in the office and a Bournemouth-based role with strong career development

Qualifications

• Level 4 Diploma in Financial Planning required.
• CAS welcomed; newly qualified advisers working towards CAS considered.
• Excellent communication and relationship-building skills.
• Proactive, client-focused approach.
• Access to a car for client visits across Dorset.

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.

Skills

Communication

Relationship building

Proactive approach

Client-focused

Education

Level 4 DIPLOMA in Financial Planning

CAS (Competent Adviser Status)

Job description

Bond Williams is seeking a Financial Client Servicing Adviser to join an established financial planning business in Bournemouth. You will manage an existing client portfolio and provide ongoing financial advice, building long‑term relationships and ensuring high-quality service.

The role suits a Level 4 qualified adviser, with CAS welcomed, who enjoys client interaction rather than new business hunting. Three days in the office and a Bournemouth-based role with strong career development