Financial Adviser: Established Portfolio, Hybrid Role in Poole

Financial Adviser: Established Portfolio, Hybrid Role in Poole

Poole Full-Time On-site
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Rgh-Global Limited supports an established wealth management practice recruiting a qualified Financial Adviser who prioritises excellent financial planning and long-term client relationships.

You will take ownership of an existing portfolio, delivering proactive, high-quality ongoing financial planning within a strong support team.

This employed role is client servicing-focused, not about building a new book, with hybrid working and potential bonus and share of initial advice fees.

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Financial Adviser: Established Portfolio, Hybrid Role in Poole employer: RGH-Global Limited

Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.

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Contact Details:

RGH-Global Limited Recruitment Team