Private Client Consultant
1 day ago
We have a unique opportunity for a skilled Financial Adviser to join our team at Peter Harding Wealth Management in Poole, Dorset.
As a Financial Adviser, you will provide private clients and local businesses with bespoke financial advice on a full-time, employed basis.
You will deliver comprehensive financial guidance to existing and new clients on a face-to-face and remote basis, including financial planning surgeries, evening client meetings, and annual reviews.
We require a highly skilled individual with excellent communication skills and the ability to build rapport with a range of new and existing clients. The ideal candidate will have a keen interest in ongoing personal and professional development and be committed to upholding the vision and mission of our business.
We offer a competitive salary, pension scheme, and private medical insurance as part of our benefits package. Estimated salary: £55,000 - £75,000 per annum.
About You
- Required Experience: At least 3 years of experience in financial planning
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