Job Description
Job Title: Financial Adviser
Location: Bournemouth
Salary: £90,000 (negotiable + bonus)
Ref: 10252
About the Role:
An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established, global financial advice firm with a strong presence across the UK, Europe, Middle East and the USA.
This role is ideally suited to advisers who enjoy building long-term client relationships, with a focus on servicing and growing an existing client bank while benefiting from ongoing referrals and leads. The client base is largely made up of returning expatriates and internationally mobile clients, offering a unique and engaging advice proposition.
You will provide holistic financial advice across pensions, investments, protection and estate planning, delivered primarily via Teams alongside some face-to-face meetings.
What's on offer:
- Salary up to £90,000
- On target earnings £150,000
- Uncapped bonus structure
- Existing client bank to inherit
- Ongoing leads and referral support
- Hybrid working model (roughly 3 days office, 2 days home, flexible)
- Pension, Death in Service (DIS), 25 days holiday plus bank holidays
- Full back office Paraplanning and Administration
Skills and Experience:
- Level 4 Diploma qualified (minimum)
- CAS status with ideally 3+ years advising experience
- Strong relationship management and client servicing skills
- Ability to manage and grow a client bank
