Financial Planner | Poole, Dorset | £60,000 to £85,000 + Path to Director of Financial Planning
Looking for a role where you can build meaningful client relationships, influence the future of a respected independent financial planning firm and help clients make life-changing decisions?
Life Matters is looking for an experienced Financial Planner, or a strong Associate Planner ready to step up, to join our growing team in Poole.
This is a relationship-led role. You'll work with an established bank of HNW clients, supported by an experienced team, with the time and autonomy to deliver high-quality financial planning.
What's In It For You?
- £60,000-£85,000 salary depending on experience
- 22 days holiday + bank holidays, birthday off and extended Christmas closure
- Funded CPD and professional exam support
- Poole (BH14) office with free parking
- Hybrid working with sensible flexibility
- Seat on the Investment Committee
- Clear progression towards Director of Financial Planning
- Modern technology environment embracing AI and innovation
About Life Matters
Life Matters is an independent lifestyle financial planning firm helping clients make confident decisions about their money and their future.
Rather than focusing on products, we focus on long-term planning, helping clients achieve the lives they want to live.
- VouchedFor Top Rated Adviser for 6 years
- 100% of clients say we've helped them achieve their life goals
- High-touch, low-volume approach with around 80 clients per planner
- Long-standing relationships, with many clients having been with us for decades
The Role
You'll take ownership of existing HNW client relationships, helping clients make informed decisions and achieve their long-term goals.
New business generation is not the focus of this role. Your focus is the quality and depth of client relationships.
Key responsibilities include:
- Managing a portfolio of HNW clients
- Running planning and review meetings
- Supporting new client onboarding alongside the Managing Director
- Creating and presenting financial plans and recommendations
- Participating in the Investment Committee
- Working alongside clients' legal and tax advisers
- Supporting colleagues with technical guidance and development
- Maintaining excellent compliance standards
About You
You'll ideally have:
- 5+ years in financial services
- At least 2 years as a Financial Adviser / IFA
- Diploma in Regulated Financial Planning (Level 4)
- Experience using cashflow modelling tools such as Voyant or Truth
- Strong understanding of Consumer Duty, AML, SPS and CPD requirements
- Excellent relationship-building, listening and communication skills
- A collaborative, growth-minded approach
- An interest in technology and innovation
- Advanced Diploma, Chartered or Certified Financial Planner status
- Experience advising HNW individuals, business owners or retirees
Working Pattern
Flexible working, with sensible flexibility. Mondays are office-based as standard, with most client meetings taking place in the office. Working patterns flex around client needs.
Our Values
- Put clients at the centre of all we do
- Do the right thing, not the easy thing
- Be curious and keep learning
- Collaborate to create brilliant solutions
- Embrace and drive change
- Act with passion and care
If these values resonate with you, we'd love to hear from you.
