Financial Advisor / Wealth Manager

Poundbury Wealth Management LLP; Senior Partner Practice of St. James's Place Wealth Management; Dorchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join a well-established wealth management practice in Poundbury, Dorset, as a Financial Adviser. Enjoy a supportive environment, flexible working, and opportunities for career progression. Experience the exceptional quality of life in Dorset while helping clients protect and enhance their wealth.

Qualifications

• Seeking a bright, client-focused Financial Adviser.
• Support for becoming Chartered if not already.

Responsibilities

• Work with existing and new clients.
• Advise clients and build lasting relationships.

Skills

Client-focused

Enthusiastic

Education

Chartered Financial Adviser

Job description

Poundbury Wealth Management LLP; Senior Partner Practice of St. James's Place Wealth Management Dorchester, England, United Kingdom

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Helping successful individuals protect and enhance their wealth

Are you a bright, client-focused Financial Adviser and/or Wealth Manager seeking a fresh opportunity with flexibility, strong support, and a great quality of life?

We are a well-established, family-owned and operated wealth management practice with a strong local reputation and deep client relationships built over many years. Backed by the UK’s largest Wealth Management firm, we combine the warmth and personal approach of a family business with the resources and stability of a national network.

About the Role:

We’re looking for a bright, enthusiastic Financial Adviser to join our team in beautiful Poundbury. You’ll work with a mix of existing and new clients, supported by a highly efficient back office that allows you to spend more time doing what you do best—advising clients and building lasting relationships.

• Location: Poundbury, Dorset (with occasional flexibility to work from home)

• Package: Generous and flexible—offered on an employed or self-employed basis

• Progression: Future potential for equity in the buiness

• Development: If you’re not Chartered, we’ll help you get there

• Culture: Tech-savvy, near-paperless, client-first environment

Why Poundbury? Why Dorset?

Poundbury is a vibrant and architecturally unique community on the edge of Dorchester, built on principles of sustainability and human-scale living. It’s a welcoming and safe place with a strong sense of community, excellent local schools, independent shops, cafes, and green spaces—all just minutes from your door step.

Nearby, the stunning Jurassic Coast offers world-class scenery, beaches, and water sports. Weymouth—just a short drive away—is known as the UK’s water sports mecca. Whether you're into sailing, paddle-boarding, coastal hikes, or just sea views, it’s all right here.

A Lifestyle Upgrade

Dorset offers an exceptional quality of life, especially for those looking to raise a family or simply escape the cost, noise, and stress of city life. Property prices are around half those of London, yet you’ll enjoy more space, cleaner air, and a much stronger sense of community. Choose from characterful rural villages, vibrant market towns like Dorchester, or coastal living in Weymouth.

This role isn’t just about a job—it’s about a new chapter. A place where you can build a fulfilling career and a great life.

To apply, please email your CV and cover letter to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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