Client-First Wealth Adviser (Remote)

Twelve Wealth Management; Bournemouth; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Access to established client portfolio

Industry-leading technology

Career progression opportunities

Job summary

Twelve Wealth Management in the United Kingdom is seeking an experienced financial adviser to join a client-focused team. You will deliver tailored financial guidance to clients, building trusted, long-term relationships and helping clients meet their financial goals.

You will manage an established portfolio, provide strategic planning, and work with supportive administration and leading technology to enable outstanding client outcomes.

Qualifications

• Minimum 1 year regulated financial planning experience.
• Ability to build and maintain client relationships.
• Comfort with remote client meetings and in-person interactions.

Responsibilities

• Provide relationship-based financial advice to clients.
• Develop and maintain an established portfolio of clients.
• Collaborate with the team to deliver optimal client outcomes.

Skills

Regulated financial planning

Client relationships

Remote client service

Job description

Twelve Wealth Management in the United Kingdom is seeking an experienced financial adviser to join a client-focused team. You will deliver tailored financial guidance to clients, building trusted, long-term relationships and helping clients meet their financial goals.

You will manage an established portfolio, provide strategic planning, and work with supportive administration and leading technology to enable outstanding client outcomes.