Financial Advisor

3 weeks ago

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

About the Role

We are seeking an experienced Financial Adviser to join our team at Peter Harding Wealth Management in our Canford Cliffs office. As a Financial Adviser, you will provide private clients and local businesses with expert financial advice on a full-time, employed basis.

About the Job

Department: Adviser team

Location: In person

Contract type: Permanent, full-time

As a Financial Adviser, you will be responsible for providing holistic financial advice to existing and new clients on a face-to-face and remote basis. You may also be required to conduct financial planning surgeries and annual reviews for existing clients.

About You

  • Strong understanding of the financial services industry and financial planning
  • Previous Financial Planning role is an advantage
  • Level 4 diploma in regulated financial planning
  • Desire to remain current with legal, taxation and regulatory changes
  • Keen interest in ongoing personal and professional development

You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self-motivation, and a commitment to uphold the vision and mission of our business is key.

Why Work with Us?

  • You will be part of a team that values flexibility, continuous learning, and a commitment to excellence. At Peter Harding Wealth Management, we are dedicated to upholding the vision and mission of our business, ensuring both client satisfaction and professional growth for our team members.
  • Competitive salary
  • Pension scheme
  • Private medical insurance

Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place with offices in Canford Cliffs, Shaftesbury, Sherborne, and Corsham. With over 30 years' experience, our advisers deliver wealth management expertise to private individuals, trustees, and businesses.

Job Types: Full-time, Permanent

Experience:

  • Financial planning: 3 years (required)

  • Financial Advisor

    1 month ago

    Poole, Poole, United Kingdom Eight Wealth Management Ltd Full time

    Unlock Your Potential as a Financial AdvisorAbout Eight Wealth Management LtdWe are a dynamic and supportive company looking for a qualified Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to grow your own business while also taking on a bank of existing clients.The OpportunityWe offer a fantastic support team,...

  • Financial Advisor

    1 month ago

    Poole, Poole, United Kingdom Eight Wealth Management Ltd Full time

    Unlock Your Potential as a Financial AdvisorAbout Eight Wealth Management LtdWe are a dynamic and supportive company looking for a qualified Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to grow your own business while also taking on a bank of existing clients.The OpportunityWe offer a fantastic support team,...

  • Financial Advisor

    4 weeks ago

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

    About the RoleWe are seeking an experienced Financial Adviser to join our team at Peter Harding Wealth Management in our Canford Cliffs office. As a Financial Adviser, you will provide private clients and local businesses with expert financial advice on a full-time, employed basis.About the JobDepartment: Adviser teamLocation: In personContract type:...

  • Financial Advisor

    4 weeks ago

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

    About the RoleWe are seeking an experienced Financial Adviser to join our team at Peter Harding Wealth Management in our Canford Cliffs office. As a Financial Adviser, you will provide private clients and local businesses with expert financial advice on a full-time, employed basis.About the JobDepartment: Adviser teamLocation: In personContract type:...

  • Financial Advisor

    1 month ago

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

    About the RoleWe are seeking an experienced Financial Adviser to join our team at Peter Harding Wealth Management in our Canford Cliffs office. As a Financial Adviser, you will provide private clients and local businesses with expert financial advice on a full-time, employed basis.About the JobDepartment: Adviser teamLocation: Canford Cliffs and surrounding...

  • Financial Advisor

    1 month ago

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

    About the RoleWe are seeking an experienced Financial Adviser to join our team at Peter Harding Wealth Management in our Canford Cliffs office. As a Financial Adviser, you will provide private clients and local businesses with expert financial advice on a full-time, employed basis.About the JobDepartment: Adviser teamLocation: Canford Cliffs and surrounding...

  • Insurance Advisor

    2 weeks ago

    Poole, Poole, United Kingdom Howden Consumer & Local Commercial Full time

    Insurance Advisor Opportunity at Howden Consumer & Local CommercialWe are seeking an experienced Insurance Advisor to join our Howden Consumer & Local Commercial team. As an Insurance Advisor, you will be responsible for providing expert advice to clients on their insurance needs, identifying opportunities to grow our business, and building strong...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Howden Group Holdings Full time

    About UsHowden is a collective of talented and passionate individuals who share a common goal: to push the boundaries of insurance. Our team is dedicated to delivering exceptional customer service and building strong relationships within the insurance sector.Job SummaryWe are seeking an experienced Insurance Advisor to join our growing New Business Team at...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Howden Group Holdings Full time

    About UsHowden is a collective of talented and passionate individuals who share a common goal: to push the boundaries of insurance. Our team is dedicated to delivering exceptional customer service and building strong relationships within the insurance sector.Job SummaryWe are seeking an experienced Insurance Advisor to join our growing New Business Team at...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Jobshop UK Limited Full time

    Insurance Advisor Job DescriptionWe are seeking an experienced Insurance Advisor to join our team at Jobshop UK Limited. As an Insurance Advisor, you will play a crucial role in selling and renewing insurance contracts to clients within a specific company division.Key Responsibilities:Present a professional image of oneself in line with company...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Jobshop UK Limited Full time

    Insurance Advisor Job DescriptionWe are seeking an experienced Insurance Advisor to join our team at Jobshop UK Limited. As an Insurance Advisor, you will play a crucial role in selling and renewing insurance contracts to clients within a specific company division.Key Responsibilities:Present a professional image of oneself in line with company...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Howden Consumer & Local Commercial Full time

    Insurance Advisor Opportunity at Howden Consumer & Local CommercialWe are seeking a skilled Insurance Advisor to join our Howden Consumer & Local Commercial team. As an Insurance Advisor, you will play a crucial role in building relationships with clients, understanding their needs, and providing tailored insurance solutions.Key Responsibilities:Develop and...

  • Insurance Advisor

    3 weeks ago

    Poole, Poole, United Kingdom Howden Consumer & Local Commercial Full time

    Insurance Advisor Opportunity at Howden Consumer & Local CommercialWe are seeking a skilled Insurance Advisor to join our Howden Consumer & Local Commercial team. As an Insurance Advisor, you will play a crucial role in building relationships with clients, understanding their needs, and providing tailored insurance solutions.Key Responsibilities:Develop and...

  • Insurance Advisor

    4 weeks ago

    Poole, Poole, United Kingdom Howden Consumer & Local Commercial Full time

    Insurance Advisor Opportunity at Howden Consumer & Local CommercialWe are seeking a skilled Insurance Advisor to join our Howden Consumer & Local Commercial team. As an Insurance Advisor, you will play a crucial role in building relationships with clients, understanding their needs, and providing tailored insurance solutions.Key Responsibilities:Develop and...

  • Insurance Advisor

    1 month ago

    Poole, Poole, United Kingdom Howden Consumer & Local Commercial Full time

    Insurance Advisor Opportunity at Howden Consumer & Local CommercialWe are seeking a skilled Insurance Advisor to join our Howden Consumer & Local Commercial team. As an Insurance Advisor, you will play a crucial role in building relationships with clients, understanding their needs, and providing tailored insurance solutions.Key Responsibilities:Develop and...

  • Tax Advisor

    4 weeks ago

    Poole, Poole, United Kingdom Francis Clark LLP Full time

    Join Our Team as a Tax AdvisorWe are seeking a highly skilled Tax Advisor to join our team at Francis Clark LLP. As a Tax Advisor, you will play a crucial role in providing top-notch tax advice to high-net-worth individuals and owner-managed businesses.Key Responsibilities:Assist in preparing tax returns for private clients, including high-net-worth...

  • Tax Advisor

    1 month ago

    Poole, Poole, United Kingdom Francis Clark LLP Full time

    Join Our Team as a Tax AdvisorWe are seeking a highly skilled Tax Advisor to join our team at Francis Clark LLP. As a Tax Advisor, you will play a crucial role in providing top-notch tax advice to high-net-worth individuals and owner-managed businesses.Key Responsibilities:Assist in preparing tax returns for private clients, including high-net-worth...

  • Financial Support Specialist

    3 weeks ago

    Poole, Poole, United Kingdom Oyster Recruitment Limited Full time

    Financial Customer Support AdvisorOur client, a leading fintech company in Poole, is seeking a Financial Customer Support Advisor to join their dynamic team.Key Responsibilities:Handle inbound support tickets via phone and email, addressing both technical and non-technical issuesGather information, identify root causes and devise solutions to resolve...

  • Financial Support Specialist

    3 weeks ago

    Poole, Poole, United Kingdom Oyster Recruitment Limited Full time

    Financial Customer Support AdvisorOur client, a leading fintech company in Poole, is seeking a Financial Customer Support Advisor to join their dynamic team.Key Responsibilities:Handle inbound support tickets via phone and email, addressing both technical and non-technical issuesGather information, identify root causes and devise solutions to resolve...

  • Financial Customer Support Specialist

    3 weeks ago

    Poole, Poole, United Kingdom Oyster Recruitment Limited Full time

    Financial Customer Support AdvisorOur client, a leading fintech company, is seeking a Financial Customer Support Advisor to join their dynamic team.Key Responsibilities:Handle inbound support tickets via phone and email, addressing technical and non-technical issuesGather information, identify root causes, and devise solutions to resolve queriesCollaborate...