Careers at Baggette + Co. Wealth Management
Investing in your future.
At Baggette + Co., we’re passionate about helping our clients achieve their financial goals. But this can’t happen without an incredible team of experienced and dedicated professionals committed to providing our clients with first-class independent financial advice.
We’re a friendly and successful team of independent financial advisers based in Poole. Since 1986, we’ve been helping people across the UK achieve their financial goals – whether they’re planning for retirement, investing for the future, or simply looking for some peace of mind.
We’re proud to be Chartered Financial Planners, and we manage over £320 million in assets for over 1,000 clients. But what really matters to us is building strong relationships and making a real difference in our clients’ lives.
We’re always on the lookout for talented people who share our values. If you’re passionate about finance, dedicated to client service, and looking for a rewarding career, we’d love to hear from you.
Jo Hjälmås
Managing Director
Welcome to Baggette + Co.
At Baggette + Co., we’re more than just a wealth management firm; we’re a community of passionate professionals dedicated to empowering our clients and each other.
We believe in providing our financial advisers with the tools and support they need to build truly rewarding careers. Here, you’ll enjoy a flexible work environment, exceptional training and development opportunities, and the chance to take control of your earning potential.
If you’re looking for a place where you can make a difference, grow professionally, and be part of a supportive team, I encourage you to explore the opportunities at Baggette + Co.
And if you have any questions about building your career with us, I’d love to hear from you.
Best wishes,
Jo.
Wealth Management Jobs across Dorset
Sometimes the best opportunities arrive when you’re not looking for them.
We’re always on the lookout for talented people who want to build on our success and play an exciting part in our future, helping us achieve our vision.
If you would like to chat to us further, to explore career opportunities within the firm and join the team, please review the opportunities we currently have available below, or please do reach out to our Managing Director, Jo Hjalmas.
Independent Financial Advisers
We’re always searching for passionate independent financial advisers to join Baggette + Co. We help clients achieve their financial goals in a supportive and collaborative environment.
As we continue our ambitious growth across Dorset, we’re committed to providing genuine independent financial advice. Benefit from our established reputation, unwavering support, and a culture that values your expertise.
Interested in finding out more? Drop us an email.
Receptionist
We’re on the lookout for a proactive and friendly Receptionist to keep our office running smoothly and our team supported.
At Baggette + Co., every role plays a part in delivering exceptional service to our clients – and this one is no exception. If you love organisation, teamwork, and being the person who makes things happen behind the scenes, we’d love to hear from you.
Join a collaborative team in a growing, Chartered Financial Planning firm that values flexibility, development, and people-first culture.
Interested in the role? Click below to find out more and how to apply.
Paraplanner
We’re looking for a driven and detail-oriented Paraplanner to support our advisers in delivering high-quality, personalised financial planning.
At Baggette + Co., paraplanners play a vital role in shaping client outcomes, providing the technical expertise, research, and planning support that underpins excellent advice. You’ll work closely with our advisers and wider Research and Planning team in a collaborative, supportive environment where high standards and continuous improvement matter.
Join a collaborative team in a growing, Chartered Financial Planning firm that values flexibility, development, and people-first culture.
Interested in the role? Click below to find out more and how to apply.
The Financial Adviser Development Academy
Building a career in financial advice takes more than qualifications alone. It requires real experience, the right support and an environment where learning is part of everyday work.
At Baggette + Co. Wealth Management, we’ve created the Financial Adviser Development Academy. A structured career pathway designed to develop aspiring financial advisers through hands-on experience within our business, combined with professional study and ongoing mentorship, supporting progression into a long-term role within the profession.
Click below to discover more about the Academy and how to apply.
