Financial Advisor

2 weeks ago


Bournemouth, Bournemouth, United Kingdom Reed Insurance Full time

Reed have been engaged to support a wealth management company who pride themselves on providing exceptional service with the aim of developing long term relationships with clients.

They are looking for an IFA to be based in their Poole office. The role already has an existing client bank to service and to ensure clients expectations, needs and goals delivered.

The roles' primary objective is to help clients manage their finances, beingtheir trusted advisor in areas including investments, cash flow, savings, and debt management.

The role comes with full client servicing and paraplanning support once probation is passed.

About the role:

  • Evaluate clients' financial documents including their income, expenses, and liabilities
  • Create strategic financial plans and budgets for clients
  • Prepare financial and business analysis reports
  • Monitor clients' needs and adjust their financial plans accordingly
  • Work closely with the Chairman to develop strategies for entering new markets, no direct prospecting required
  • Acting as a liaison between the client and other financial professionals
  • Guiding clients through personal financial analysis, including goal setting

Key Skills

  • CII / The PFS Qualified
  • Three to five years prior experience in financial planning
For more information, please contact Hannah at REED
  • Mortgage Advisor

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom NRG Resourcing Full time

    Are you a Specialist buy to let Mortgage Broker?Opportunity at the New Bournemouth branch of prestigious BrokerageHybrid working - £30k + 20% commission and exceptional benefits packageIf you are interested in applying for this job, please make sure you meet the following requirements as listed below.About the CompanyA specialist brokerage based in...


  • Bournemouth, Bournemouth, United Kingdom Village Hotels Full time

    Leisure Membership Advisor - BournemouthLeisure Membership Sales Advisor The first step on the road to fitness, is making the decision to get started. Joining a gym is a little like dating. You want to know what you're committing to, whether you have the time to fit it into your busy social schedule, and that the relationship offers you what you're dreaming...


  • Bournemouth, Bournemouth, United Kingdom learndirect Limited Full time £50

    Careers with learndirect Customer Service Advisor - 6 month fixed term contract Customer Service Advisor - 6 month fixed term contract Contract type: Full-time, Contract Location: Bournemouth, SouthWest BH2 A little but about Us at learndirect: Through education, people can transform their lives and reach career goals. learndirect has been empowering...

  • Personal Advisor

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom BCP Council Full time

    Job Introduction Come and join BCP Permanence Services for Care Experienced Young People, including our previously Unaccompanied Asylum Seeking Children.We have permanent vacancy for Personal Advisor to join our team and are looking for people with a passion for supporting young people into early adulthood and beyond. The journey into the world of...


  • Bournemouth, Bournemouth, United Kingdom Sainsbury's Full time

    Location Castle Point Store, Sainsbury's Supermarkets Ltd Castlepoint, Bournemouth, BH8 9UWHours ParttimeContract-Type Fixed-Term AssignmentRate- £12.00 per hourAreas of business Sainsbury's BankJob IDWe'd all like amazing work to do, and real work-life balance. That's waiting for you at Sainsbury's Bank. "Bank by name, Sainsbury's by nature" is the promise...

  • Paraplanner

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom Mash Group Full time

    Working with advisers to review client pensions and investments Cashflow forecasting Suitability report writingOur client is a successful firm of financial advisors who are well known for providing an exceptional service to their clients.We are currently working with our client to recruit for a experienced Paraplanner working Monday-Friday at their offices...


  • Bournemouth, Bournemouth, United Kingdom World Duty Free Group Full time

    Seasonal Customer Assistant - Customer Service AdvisorLocation - Bournemouth AirportPay - competitive hourly rate plus excellent benefitsContract - Seasonal - 1st June - 30th September, part-time - 28 hours per weekWorking pattern - 4 days out of 7 between the hours of Customer Service advisors have a very exciting role to play in our stores, building...


  • Bournemouth, Bournemouth, United Kingdom Reed Insurance Full time

    Are you experienced Paraplanner, do you hold full Level 4 Diploma and seek a fresh new existing opportunity, then look no further I have Paraplanning opportunities that can be fully remote or hybrid, your choice ?We are currently working with a specialist Wealth management firm who have been making many acquisitions over the past year who seek remote based...


  • Bournemouth, Bournemouth, United Kingdom Gallagher Full time

    Gallagher are seeking a motivated and dedicated Property Insurance Adviser to join our established team based in Bournemouth. This role sits within Gallagher Commercial Broking Division, who provide carefully tailored business insurance, risk management and risk transfer solutions for large enterprises and multinationals.This role sits within Gallagher's...


  • Bournemouth, Bournemouth, United Kingdom Capita Full time

    Capita is an equal opportunity and disability confident employer.In the Contact Centre, our job is to be the first point of contact for one of our key financial services client's valued customers for any queries they have. If you are a passionate individual with customer service experience and you're motivated to learn a technical role, we'd love to hear...


  • Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    Our team's mission statement is to be a senior advisor to senior leaders, to advise, enable and ultimately optimize the Payments organization, benefiting our employees and clients.Do you have a passion for understanding how business processes work? For simplifying and solving complex problems? For challenging the conventional?As a Business Process...

  • Data Analyst

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom McCarthy Stone Full time

    Do you have a genuine passion for setting up and providing analytics and insight to measure the success of projects and key initiatives for our McCarthy Stone Management Services teamWe are looking for an accomplished individual with a minimum of 5 years of experience working with dataWe understand the importance of our people and invest in development,...


  • Bournemouth, Bournemouth, United Kingdom Pennon Water Services Full time

    Are you passionate about embracing company values and delivering consistently excellent service to customers? Do you want to join a company that values collaboration and high-quality customer service?We currently have an opportunity for a Key Account Administrator to join our team based in Bournemouth. Joining us on a full-time permanent basis, you will...

  • Human Resources

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    This role isaJobshare (part-time hours where 2 people share the responsibility of the role) If you are interested in this role as a part-time/Jobshare opportunity you Please create a profile and complete the required prescreen Jobshare questions to allow the JPMorgan jobshare team to review your profile. You can then search for the JPMorgan job reference...


  • Bournemouth, Bournemouth, United Kingdom Fulton Hogan Ltd Full time

    Group/National Risk & Assurance Manager page is loaded Group/National Risk & Assurance Manager Apply locations Christchurch time type Full time posted on Posted Yesterday job requisition id R17069 Job Posting End Date We are seeking a talented and experienced Risk and Assurance Manager to join our team based in Christchurch. Reporting to the General...


  • Bournemouth, Bournemouth, United Kingdom McCarthy Stone Full time

    The VacancyAbout YouDo you have at least 2 years' experience of providing IT services and support relating to existing standard applications and infrastructure, as well as managing and fulfilling requests for service? Are you technically competent and able to support the IT delivery function? Are you organised, customer service & process orientated, a...


  • Bournemouth, Bournemouth, United Kingdom McCarthy Stone Full time

    About YouDo you possess experience of successfully selling within an estate agency, letting agency environment or within property sales? Are you naturally confident, emphatic and an articulate communicator? Customer centric? A highly motivated and performance driven and proactive individual who thrives on problem solving with tenacity and an open mind?If so,...


  • Bournemouth, Bournemouth, United Kingdom L'OREAL GROUP Full time

    L'Oréal Luxe Multibrand Customer HostWhen you love your work and the people you work with, amazing things happen...Freedom to go beyond, that's the beauty of L'Oréal.Are you passionate about all things beauty? Do you love making people feel amazing? Then we would love to connect with youYou will be a Brand Ambassador across the L'Oréal Luxe prestigious...


  • Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    As an analyst in the Solutions Team, you will spend each day handling a variety of different cases that come in from employees, managers as well as other HR teams. Using policy, internal process and your own judgement, you will support those queries through to resolution. Operating across all Lines of Business in the UK, the team offers HR Generalist...


  • Bournemouth, Bournemouth, United Kingdom Rodericks Dental Partners Full time

    Role Description Lead Associate Dentist Avon Dental Practice 22 Bargates Christchurch Dorset BH23 1QL Flexible Working hours Offering Implants in practice Affluent are Co-funding Opportunities Local parking available Explore an exciting career opportunity here at Avon Dental Practice, a five-surgery site close to Christchurch and surrounded by...