Remote Private Wealth Adviser – Grow a Global Client Book

Skybound Wealth Management; Bournemouth; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Centralised compliance and operations

Flexible working environment

Job summary

A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate planning. Success is measured by client outcomes and retention. Ideal candidates should possess a Level 4 qualification in financial advice and have a commercial mindset. The company offers competitive remuneration and central support in a diverse, inclusive environment.

Qualifications

• Previous experience as a practising financial adviser.
• Commercial mindset with a focus on growth.
• Ability to work autonomously with central support.

Responsibilities

• Develop and grow your own client book.
• Deliver comprehensive financial advice.
• Retain and deepen client relationships.

Skills

Client acquisition

Relationship management

Holistic financial advice

Professionalism

Education

Level 4 qualification in financial advice or equivalent

Tools

Plume technology

Job description

A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate planning. Success is measured by client outcomes and retention. Ideal candidates should possess a Level 4 qualification in financial advice and have a commercial mindset. The company offers competitive remuneration and central support in a diverse, inclusive environment.