Hybrid Financial Adviser - Trusted Portfolio & Reviews

Rgh-Global Limited; Poole; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus up to 10%

Share of initial advice fees

Hybrid working

Established client portfolio

Paraplanning & admin support

Job summary

Rgh-Global Limited in Bournemouth is seeking a professional Financial Adviser to join an established wealth management practice. You will take ownership of an existing client portfolio, delivering proactive, high-quality financial planning and ongoing service.

The role is employed with a strong support team, a focus on relationship-building, and a hybrid working pattern including client meetings and administration support to help you optimise outcomes for clients.

Qualifications

• Hold Level 4 Diploma in Financial Planning or equivalent.
• Post-qualification client advice experience is a bonus.
• Strong relationship-building and client service orientation.

Responsibilities

• Building strong, trusted, long-term client relationships
• Leading annual reviews and providing proactive, ongoing financial planning advice
• Understanding clients’ changing circumstances, objectives and financial planning needs
• Identifying appropriate new advice opportunities within existing client relationships
• Producing high-quality advice and documentation
• Working closely with paraplanners, administrators and specialist advisers to deliver a seamless client experience
• Ensuring agreed reviews and client service commitments are delivered consistently and on time

Skills

Client relationships

Attention to detail

Organisational skills

Documentation quality

Education

Level 4 Diploma in Financial Planning

Job description

Rgh-Global Limited in Bournemouth is seeking a professional Financial Adviser to join an established wealth management practice. You will take ownership of an existing client portfolio, delivering proactive, high-quality financial planning and ongoing service.

The role is employed with a strong support team, a focus on relationship-building, and a hybrid working pattern including client meetings and administration support to help you optimise outcomes for clients.