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Portfolio-Focused Financial Adviser (Hybrid
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-08-22
Listing for:
Twelve Wealth Management
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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 QoD-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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