Bond Williams is recruiting a Level 4 qualified Client Services Adviser to join their Bournemouth team. The role focuses on nurturing an established client base and delivering ongoing financial guidance rather to chase new business.
You will conduct client reviews, prepare compliant recommendations and maintain high standards of service, with hybrid working: 3 days in the office and 2 from home, supporting long-term client outcomes.
#J-18808-Ljbffr
Full job description from WhatJobs. Apply for this role →
Bournemouth
We're working with a well-established financial services business looking to recruit a Level 4 qualified Client Services Adviser to join their…
Glasgow
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
Northampton
Ellis James Partners Ltd in Northampton seeks a Trainee Financial Adviser to inherit an established client bank and provide ongoing financial…
Guildford
An established and highly respected Independent Financial Planning and Wealth Management firm is seeking an experienced Financial Adviser to join…
Manchester
Chase de Vere is seeking a Private Client Adviser to join our national wealth management team in the UK.
Bath
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
Explore: Customer Service Advisor jobs in Bournemouth Customer Service Advisor jobs in the UK Specialist jobs in Bournemouth
Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.