Private Client Consultant

1 day ago


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

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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