About the job
We have an exciting opportunity for an experienced Financial Adviser to join us in our Canford Cliffs office in Poole, Dorset. You’ll provide private clients and local businesses with a single point of contact for all their wealth management requirements on a full-time, employed basis.
About The Role
Department: Adviser team
Location: Canford Cliffs and surrounding areas
Contract type: Permanent, full-time
Our Financial Advisers and Chartered Financial Planners supply full, holistic financial advice to existing and new clients on a face-to-face and remote basis. You may also be called upon to conduct financial planning surgeries. Evening client meetings may be required. Conducting annual reviews for existing clients is a critical part of the role.
About You
* Within easy travelling distance to our Canford Cliffs Office
* An understanding of the financial services industry and financial planning
* A previous Financial Planning role is an advantage
* Level 4 diploma in regulated financial planning
* A desire to remain current by staying up to date with legal, taxation and regulatory changes
* A keen interest in ongoing personal and professional development
You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.
Why Join Us?
* You will be part of a team that values flexibility, continuous learning, and a commitment to excellence. At Peter Harding Wealth Management, we are dedicated to upholding the vision and mission of our business, ensuring both client satisfaction and professional growth for our team members.
* Competitive salary
* Pension scheme
* Private medical insurance
Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place with offices in Canford Cliffs, Shaftesbury, Sherborne, and Corsham. With over 30 years' experience, our advisers deliver wealth management expertise to private individuals, trustees, and businesses.
Job Types: Full-time, Permanent
Experience:
* Financial planning: 3 years (required)
Work Location: In person
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