At a Glance
- Tasks: Lead client relationships and shape financial planning strategies for high net worth clients.
- Company: Renowned independent financial planning firm in Poole, Dorset.
- Benefits: Competitive salary, hybrid working, 22 days holiday plus birthday off.
- Other info: Join a collaborative team focused on continuous improvement and client satisfaction.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: 5+ years in Financial Services with strong interpersonal skills.
The predicted salary is between 60000 - 85000 € per year.
Looking for a role where you can lead client relationships that genuinely change lives, sit on the Investment Committee and help shape how a highly thought of independent financial planning firm grows? This could be for you.
This position suits experienced Financial Planners, or Associate Planners with client facing experience ready to lead, who want to do the work properly. With time. With backing. With clients who stay for decades.
What's In It For You?
- Base salary £60,000 to £85,000, with compensation paid as salary rather than bonus.
- Salary: £60,000 to £85,000 (depending on experience).
- Holiday: 22 days plus bank holidays, plus Birthday.
- High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service.
What You'll Be Doing
- Take ownership of our existing high net worth client relationships and deepen them over time.
- Manage a portfolio of varied, often complex HNW clients.
- Run Planning Meetings and ad hoc client meetings end to end.
- Deliver new client onboarding alongside the Managing Director.
- Work with the team to produce clear, technically accurate, compliant and concise Financial Plans, Recommendation Reports and Planning Meeting Summaries within agreed timescales.
- Participate as a valued member of the firm’s Investment Committee.
- Liaise with clients’ legal and tax advisers and attend joint meetings as needed.
- Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD.
- Support colleagues with technical training, updates and judgment calls.
- Share ideas and innovations that could improve business processes or enhance client relationships.
Essential Requirements
- Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts.
- Diploma in Regulated Financial Planning (Level 4).
- In-depth understanding of financial planning, with proven experience using cashflow modelling tools and core MS Office.
- Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements.
- Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele.
- Strong ability to apply your own judgment and experience when speaking with clients.
- A collaborative team player. Open to feedback as an investment in your growth.
- Progressive on tech and open to AI tools.
Desirable Preferences
- Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner.
- Experience supporting business owners, senior executives or HNW retirees with £1m+ to invest.
Working Pattern
Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. The majority of client meetings happen in the office, so the working pattern flexes with the diary. Clients always come first.
Our Six Core Values
- Put clients at the centre of all we do.
- Do the right thing; not the easy thing.
- Be curious; pursue growth and learning.
- Collaborate to create brilliant and simple solutions.
- Embrace and drive change.
- Act with passion and care.
If these resonate with you, you'll feel right at home here.
Financial Planner employer: Antony George Recruitment
Join a leading independent financial planning firm in Poole, Dorset, where your expertise as a Financial Planner will not only be rewarded with a competitive salary of £60,000 to £85,000 but also offer a clear path to becoming a Director of Financial Planning. With a strong focus on client relationships and a commitment to quality service, you'll enjoy a supportive work culture that values collaboration, continuous improvement, and professional growth, all while working with high net worth clients who appreciate the depth of care and attention you provide.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in financial planning. Share specific examples of how you've helped clients achieve their goals – this will set you apart from the crowd.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website, express your interest, and ask if they have any upcoming opportunities. It shows initiative and can really make a positive impression.
✨Tip Number 4
Prepare for interviews like a champ! Research the firm thoroughly, understand their values, and think about how your skills align with their needs. Practice common interview questions and be ready to discuss how you can contribute to their mission of providing exceptional client service.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Financial Planner role. Highlight your client-facing experience and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills:Since this role focuses on deepening client relationships, share examples of how you've successfully managed client portfolios in the past. We want to see your interpersonal skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Antony George Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling tools like Voyant or Truth. Be ready to discuss how you've used these in your previous roles and how they can benefit high net worth clients.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your ability to adapt your communication style to different clients, as this is crucial for the role.
✨Understand Their Values
Familiarise yourself with the firm's core values. Be prepared to discuss how you align with their commitment to putting clients first, doing the right thing, and embracing change. This will show that you're a good cultural fit.
✨Ask Thoughtful Questions
Prepare insightful questions about the firm’s approach to client management and their investment strategies. This not only shows your interest but also demonstrates your proactive mindset and willingness to contribute to continuous improvement.
