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Wealth Advisor - Poole - Competitive Salary Package

Posted 6 March by Bond Williams Easy Apply Ended

Wealth Advisor - Poole - Competitive Salary Package

Our client, a prestigious wealth management company based in Poole, are currently seeking an experienced Financial Advisor to join their team.

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. You will be able to build and maintain your own client base, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Your overall duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status and financial objectives to establish investment strategies.
Proven experience is essential for this role.

With a healthy benefits package and competitive salary this is an exciting opportunity to join a successful company in a time of growth.

For more information please contact Hannah Darby on the Permanent 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

  • mortgage administrator
  • financial advisor
  • mortgage advisor
  • advisor
  • wealth management
  • financial advisory
  • mortgage assistant

Reference: 34104910

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