Client-Focused Financial Adviser with Established Portfolio
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-08-21
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
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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