Client-Focused Financial Adviser with Established Portfolio

Client-Focused Financial Adviser with Established Portfolio

Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
RGH - Global Ltd

At a Glance

  • Tasks: Provide top-notch financial planning and advice to an established client portfolio.
  • Company: Join RGH-Global Ltd, a leading wealth management practice in Bournemouth.
  • Benefits: Enjoy a competitive salary, bonuses, and a flexible hybrid working arrangement.
  • Other info: Be part of a supportive team with great career development opportunities.
  • Why this job: Make a real difference in clients' lives with your financial expertise.
  • Qualifications: A Level 4 Diploma in Financial Planning and client advice experience preferred.

The predicted salary is between 49500 - 60500 Β£ per year.

RGH-Global Ltd is recruiting a Financial Adviser in Bournemouth to join an established wealth management practice.

The role focuses on servicing an existing client portfolio with strong support, not building a book from scratch.

You'll provide high-quality financial planning and ongoing advice, with a hybrid working arrangement and a competitive package including a bonus.

A Level 4 Diploma in Financial Planning is required, with post-qualification client advice experience preferred.

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Client-Focused Financial Adviser with Established Portfolio employer: RGH - Global Ltd

RGH-Global Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in Sheffield, employees benefit from a generous 33 days of annual leave and life assurance, making it an attractive place for those seeking a rewarding career in the legal field.

RGH - Global Ltd

Contact Details:

RGH - Global Ltd Recruitment Team

We think you need these skills to ace Client-Focused Financial Adviser with Established Portfolio

Financial Planning
Client Relationship Management
Advisory Skills
Level 4 Diploma in Financial Planning
Portfolio Management
Communication Skills
Analytical Skills