At a Glance
- Tasks: Lead client relationships and shape financial planning strategies that change lives.
- Company: Independent lifestyle financial planning firm in Poole, Dorset.
- Benefits: Competitive salary, generous holiday, pension contributions, and funded professional development.
- Other info: Join a progressive team embracing modern tech and AI tools for enhanced client service.
- Why this job: Make a real impact on clients' financial futures while enjoying a clear path to leadership.
- Qualifications: 5+ years in Financial Services with strong interpersonal skills and compliance knowledge.
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.
- Holiday: 22 days plus bank holidays, plus Birthday & extended closure at Christmas.
- Pension: 5% employer contribution.
- Professional Development: Funded CPD and financial support with professional exams.
- Office: Poole, Dorset (BH14). Free parking. Hybrid model with sensible flexibility, predominantly office based.
- Senior Leadership Path: A route to Director of Financial Planning for the right person, mentoring future planners as the firm grows.
- Modern Tech Stack: Migrating to a contemporary back office system and embracing AI tools (Saturn AI).
About the Company
Our client is an independent lifestyle financial planning firm in Poole, Dorset. We believe life is for living. Live it well. Our role isn't to sell products. It's to give clients the peace of mind and confidence to make bold decisions about their money and the lives they want to live.
We turn traditional financial advice on its head: rather than recommending a short term fix through an individual product, we create a plan that helps clients achieve their long term goals.
What You'll Be Doing
- Client Leadership: Manage a portfolio of varied, often complex HNW clients. Develop strong long term relationships and help them make positive decisions about their financial future.
- Planning Meetings: Run Planning Meetings and ad hoc client meetings end to end, ensuring advice achieves the best outcomes for each client’s individual needs.
- New Client Onboarding: Deliver new client onboarding alongside the Managing Director.
- Plan Creation: Work with the team to produce clear, technically accurate, compliant and concise Financial Plans, Recommendation Reports and Planning Meeting Summaries within agreed timescales.
- Investment Committee: Participate as a valued member of the firm’s Investment Committee.
- Professional Network: Liaise with clients’ legal and tax advisers and attend joint meetings as needed.
- Compliance: Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD.
- Team Development: Support colleagues with technical training, updates and judgment calls.
- Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships.
Essential Requirements
- Experience: Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts.
- Qualification: Diploma in Regulated Financial Planning (Level 4).
- Technical Knowledge: In-depth understanding of financial planning, with proven experience using cashflow modelling tools and core MS Office.
- Compliance: Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements.
- Interpersonal: Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele.
- Decision Making: Strong ability to apply your own judgment and experience when speaking with clients.
- Mindset: A collaborative team player. Open to feedback as an investment in your growth.
- Outlook: Progressive on tech and open to AI tools.
Desirable Preferences
- Qualifications: Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner.
- Background: 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 in Poole employer: Antony George Recruitment
Join a highly regarded independent financial planning firm in Poole, Dorset, where your expertise as a Financial Planner will not only lead to rewarding client relationships but also pave the way for your professional growth towards a Director role. With a strong commitment to employee development, competitive salary, and a supportive work culture that values collaboration and innovation, you'll thrive in an environment that prioritises meaningful client outcomes and embraces modern technology. Enjoy a balanced work-life with flexible hybrid working arrangements and a focus on quality over quantity in client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Poole
✨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 skills! When you get the chance to meet potential employers, whether it’s through networking or interviews, be ready to discuss your experience and how you can add value to their team. Bring examples of your past successes and how you've helped clients achieve their goals.
✨Tip Number 3
Be proactive! If you see a company you love, don’t wait for them to post a job. Reach out directly and express your interest in working with them. Tailor your message to show how your skills align with their values and needs. We love seeing enthusiasm!
✨Tip Number 4
Keep learning! Stay updated on the latest trends in financial planning and tech tools. This not only boosts your knowledge but also shows potential employers that you’re committed to growth. Plus, it gives you great talking points during interviews!
We think you need these skills to ace Financial Planner in Poole
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 Stuff
Make sure you brush up on your financial planning knowledge, especially around compliance and client management. Be ready to discuss your experience with cashflow modelling tools and how you've used them to create effective financial plans.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong relationships with high net worth clients. Highlight your interpersonal skills and adaptability in communication, as these are crucial for the role.
✨Demonstrate Your Team Spirit
This firm values collaboration, so be ready to talk about how you've worked with colleagues in the past. Share instances where you've supported team development or contributed to a positive team environment.
✨Be Open to Innovation
Since the company is embracing modern technology and AI tools, express your enthusiasm for innovation. Discuss any experiences you have with tech in financial planning and how you see it enhancing client relationships.
