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Senior Financial Adviser

  • Bournemouth
  • Permanent
  • £60,000 - £70,000 + Bonus & Benefits

Job details.

An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in Bournemouth. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years. You will be entrusted with managing a considerable client bank generating an annual revenue of £300,000.

Key Responsibilities:

  • Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.
  • Revenue Generation: Maximse revenue opportunities within the assigned client bank, contributing to your overall financial success.


  • Proven experience as a Financial Planner with a focus on private clients.
  • Ideally Chartered Financial Planner status via the CII.
  • Strong understanding of wealth management principles and financial planning strategies.
  • Excellent interpersonal and communication skills.


  • Competitive salary up to £70,000 per annum.
  • Performance based bonus.
  • Comprehensive benefits package.
  • Opportunity to work with a prestigious and established Wealth Manager.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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