Twelve Wealth Management
Financial Adviser
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Location: Bournemouth – BH8 8GS
Minimum Requirements:
- Level 4 qualified (mandatory).
- Competent Adviser Status (CAS).
- 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 utmost 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.
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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.
Get help with your application
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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.
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