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Financial Planner HNW Clients – Leads
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-07-16
Listing for:
Wallace Bates Limited
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wallace Bates Limited is seeking a Financial Adviser located in Bournemouth, England. This role offers the opportunity to provide holistic financial planning advice to high-net-worth clients and focuses on servicing an existing client bank while developing new business opportunities.
Applicants must have a Financial Services Diploma Level 4 and relevant experience as an Independent Financial Adviser or Bancassurance Adviser. This position includes comprehensive support and a competitive salary with performance-related bonuses.
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