Financial Client Servicing Adviser - Up to £40k + bonus - BMTH

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

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.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency