Financial Adviser

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

• 1 years minimum regulated financial planning experience.

Earnings: Employed (£35,000–£45,000 basic + 10% bonus + 30% IAF on new business – no validation).

Client bank: 150-200.

About Twelve

At Twelve Wealth Management, our primary focus is our clients. We look to establish strong, long lasting relationships with individuals/businesses based on trust and honesty. We do our upmost to ensure that clients meet their financial goals and aspirations in a tax efficient manner.

We’re a dynamic company supported by a hard-working, ambitious and knowledgeable team. We focus on long-term planning outcomes that are right for our clients. We do not try to time the markets with short-term strategies. Building a better future requires loyalty and commitment, and we look for the same qualities in our clients.

Are you:

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious.
• Someone who has a client-centric approach and mindset.
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely.
• Someone who cares deeply about service, strong team spirit and positive client outcomes.

How Twelve Wealth Management will support you:

• Access to an established portfolio of high-quality clients, with the opportunity to develop trusted, long-term relationships.
• Comprehensive administrative support and industry-leading technology, enabling you to focus on delivering outstanding client outcomes
• Strong opportunities for career progression and earnings growth, alongside the flexibility to explore self-employment in the future if that aligns with your ambitions.
• A supportive and collaborative culture, working alongside ambitious, knowledgeable and like-minded professionals

This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.