Wealth Management Consultant

2 weeks ago


Poole, Poole, United Kingdom Peter Harding Wealth Management Full time
Job Overview

We are seeking an experienced Financial Advisor to join our team in Canford Cliffs, Poole. As a key member of our adviser team, you will provide comprehensive financial advice to private clients and local businesses on a full-time basis.

The successful candidate will have extensive experience in financial planning, holding a Level 4 diploma in regulated financial planning. They will be knowledgeable about legal, taxation, and regulatory changes and possess excellent communication and interpersonal skills.

As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice and solutions to help them achieve their goals. You will also conduct regular reviews for existing clients and develop strong relationships with new clients through face-to-face and remote meetings.

Key Responsibilities:

  • Provide comprehensive financial advice to private clients and local businesses
  • Conduct regular reviews for existing clients
  • Develop strong relationships with new clients
  • Stay up-to-date with legal, taxation, and regulatory changes

Benefits:

  • Competitive salary: £50,000 - £70,000 per annum
  • Pension scheme
  • Private medical insurance
  • A dynamic and supportive team environment

Peter Harding Wealth Management is a leading provider of wealth management services to private individuals, trustees, and businesses across the region.



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