Build your financial advisory career with a supportive Bournemouth-based practice in Wimborne. Enjoy the flexibility of self-employment while receiving dedicated support and an existing client base.
We're seeking an experienced Financial Adviser to join our family-run wealth management firm. You will enjoy the freedom of building a successful business while benefiting from an existing client bank and warm leads. Your role will allow you to provide holistic financial advice across the South of England, with ongoing support from our collaborative team.
Key Responsibilities:
• Deliver holistic financial advice to clients
• Manage and develop existing client relationships
• Schedule and attend warm appointments




• Utilize marketing and business development resources
• Collaborate with paraplanning and admin support
Requirements:
• Level 4 Diploma qualified (or working towards)
• Proven experience in financial advisory services
• Excellent interpersonal and communication skills
• Skilled, client-focused approach
• Willingness to travel across the South of England
This position offers a unique chance to thrive independently while receiving substantial support and guidance.
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📌 Experienced Financial Adviser Wimborne
🏢 Eden Rose
📍 Wimborne