Join a Bournemouth-based wealth management practice as a Financial Adviser and experience the benefits of independence with solid support. This hybrid role offers client engagement throughout the South of England.

In this permanent position in Wimborne, you'll take on the role of an experienced Financial Adviser with access to an existing client bank and a steady flow of warm appointments. Support will be available in administration, paraplanning, and business development to ensure your success. You will work both remotely and face-to-face to deliver top-notch financial advice.

Key Responsibilities:
• Provide tailored financial advice to clients
• Maintain strong relationships with existing clients




• Attend regular warm appointments for client engagement
• Leverage business development assistance available
• Work closely with the paraplanning team

Requirements:
• Level 4 Diploma qualification or comparable experience
• Background in providing holistic financial advice
• Strong communication and relationship-building skills
• Client-driven and professional approach
• UK Driving Licence with travel capability

Embrace a supportive environment while growing your advisory business in this versatile role.
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