At a Glance
- Tasks: Manage an established client portfolio and provide top-notch financial planning.
- Company: Join Twelve Wealth Management, a supportive and innovative financial firm.
- Benefits: Enjoy hybrid working, competitive salary, and a focus on professional growth.
- Other info: Flexible work environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while working in a collaborative team.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Twelve Wealth Management is seeking a qualified Financial Adviser to take ownership of an established client portfolio, delivering excellent financial planning and proactive service.
You will focus on client relationships and ongoing advice within a supportive team, without needing to build a bank from scratch.
This employed role emphasises Qo D-compliant documentation, annual reviews, and collaborative working with paraplanners and advisers.
Hybrid working offers three days a week in the office.
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Portfolio-Focused Financial Adviser (Hybrid) in Bournemouth employer: Twelve Wealth Management
Twelve Wealth Management is an exceptional employer that prioritises employee development and a collaborative work culture, making it an ideal place for Financial Advisers to thrive. With a focus on client relationships and a supportive team environment, employees benefit from hybrid working arrangements and the opportunity to manage an established portfolio without the pressure of building a client base from scratch. The company fosters a commitment to quality and compliance, ensuring that advisers can deliver outstanding service while enjoying a balanced work-life dynamic.
