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Financial Advisor - Poole - £40,000 Depending On Experience

Posted 6 March by Bond Williams Easy Apply Ended

Financial Advisor - Poole - £40,000+ Depending On Experience Plus Excellent Benefits

Our client, a successful client based in Poole, are currently seeking an experienced Financial Advisor to come on board. This is an exciting opportunity to join their growing business, as it goes through new expansion and positive changes.
As the Financial Advisor, you will advise clients on financial plans, utilising knowledge of tax and investment strategies, securities, insurance, pension plans and real estate.

As part of your working week, you will build and maintain your own client base, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. You will be involved in the implementation of financial planning recommendations, referring clients to someone who can assist them with plan implementation, interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.

For more information, please contact Hannah Darby on the Office and Commercial team at Bond Williams Professional Recruitment.

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

Required skills

  • CeMAP
  • finance
  • financial advisor
  • mortgage
  • wealth management
  • wealth management advisor

Reference: 34104909

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