Financial Planner

Are you an experienced Financial Planner (Financial Adviser, Financial Advisor) or an Associate Financial Planner with extensive client facing experience who is ready to transition into leading client relationships? Candidates should take the time to read all the elements of this job advert carefully. Please make your application promptly.

Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are done? Working at Life Matters means being an important part of a close knit and collaborative team. With their commitment to constant improvement, they don’t stand still for long, and your contributions and insights are vital.

Their values: Life Matters’ work is guided by their six core values:

• Put clients at the centre of everything 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 values resonate with you, you’ll feel right at home. This is more than a job — it’s a chance to join a business where your expertise, your growth, and your wellbeing are taken seriously. You will work with varied and frequently complex, HNW clients delivering an exceptional lifestyle financial planning service that has the power to change peoples’ lives. Over time there is also the opportunity for the successful candidate to take a senior leadership role within the business.

If you’re looking for a supportive environment, challenging work, and the opportunity to make a real impact — we’d love to hear from you.

Salary and Benefits: £60-75,000 basic salary (dependant on experience) + continued professional development and financial support with professional exams + 30 days holiday + bank holidays + a generous pension + free parking. The office is located in Poole, Dorset (BH14) and as the majority of clients attend meetings in the office, the successful candidate will live within a reasonable commuting distance.

The Company: Life Matters is an Independent Lifestyle Financial Planning firm, committed to delivering a life changing financial planning service and rated VouchedFor Top Rated Adviser for the last 4 years. They turn traditional financial advice on its head, making a life changing impact on their clients’ lives, coaching and empowering them to make great decisions and delivering an exceptional, personal client experience. 100% of their clients say that they would recommend them (85% already have) and 100% say that working with Life Matters has helped them achieve their life goals.

Responsibilities:

• Manage a portfolio of clients, developing strong relationships and servicing their needs, helping them to make positive decisions about their financial future.
• Manage and conduct Financial Planning Meetings and ad-hoc client meetings, ensuring that advice is achieving best outcomes for clients’ individual needs and circumstances.
• Provide all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm’s clients are carried out in accordance with the regulator.
• 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 required timescales.
• Ensure all client documents meet legal and regulatory requirements.
• Ensure continuous development of your financial and technical expertise to meet regulatory requirements and your personal goals and objectives, keeping informed about the latest in financial services, markets, products, technical developments, and economic trends.
• Comply with regulatory requirements including Consumer Duty, AML, SPS and CPD.
• Other duties as required to meet the needs of the business.

Skills and Experience:

• An experienced Financial Planner / Financial Adviser OR an Associate Financial Planner, with extensive client facing experience, ready to transition into leading client relationships.
• Experience of all areas of financial planning – cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
• Diploma in Financial Planning (Dip PFS, Level 4) as a minimum.
• A strong relationship builder and presenter, with exceptional interpersonal skills, skilled at questioning and listening to uncover client objectives, developing and maintaining trust and inspiring confidence.
• Quality focused, analytical, highly organised with great attention to detail and an excellent compliance record.
• A collaborative team player who is a critical thinker, self-driven, with the ability to apply judgement and experience when making decisions and speaking to clients.
• Embracing of technology and a competent user of MS Office and financial planning / cashflow modelling software.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor) directly on behalf of Life Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.