Financial Services Specialist

3 weeks ago


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

About the Opportunity

We are seeking a skilled Financial Adviser to join our team in Poole, Dorset. As a Financial Services Specialist, you will provide holistic financial advice to private clients and local businesses on a full-time employed basis.

Job Details

Department: Adviser team

Location: Canford Cliffs and surrounding areas

Contract type: Permanent, full-time

The role involves conducting annual reviews for existing clients, providing face-to-face and remote financial planning services, and participating in financial planning surgeries. Evening client meetings may be required.

Your Qualifications

  • 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 have excellent communication skills, be able to build rapport with a range of new and existing clients, and enjoy working towards good outcomes for clients.

Why Choose Us?

  • We value flexibility, continuous learning, and excellence, ensuring both client satisfaction and professional growth for our team members.
  • Competitive salary: £45,000 - £60,000 per annum
  • Pension scheme
  • Private medical insurance

Peter Harding Wealth Management is a leading provider of wealth management expertise to private individuals, trustees, and businesses. With over 30 years' experience, our advisers deliver exceptional results.



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