At a Glance
- Tasks: Provide top-notch financial advice and build strong client relationships.
- Company: Join the largest independent chartered accountants in South West England.
- Benefits: Enjoy competitive pay, health plans, and flexible working options.
- Other info: Be part of a supportive team with excellent career development opportunities.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in financial planning and a passion for helping clients.
The predicted salary is between 55000 - 65000 £ per year.
In a nutshell
As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals.
You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.
Alongside managing your own client portfolio, you'll support colleagues, mentor junior team members, and help drive continuous improvement across our financial planning business.
This role supports both our Salisbury and Poole offices.
The successful candidate will be contracted to their nearest Francis Clark Financial Planning office and will typically spend around two days per week in both Salisbury and Poole.
Travel to the non-contractual office will be reimbursed in accordance with our expenses policy.
- What you'll be doing day to day
- Managing and developing a portfolio of high-value and complex clients
- Delivering tailored financial planning advice across areas such as: retirement planning, investment planning, tax-efficient wealth management, estate and succession planning
- Building lasting client relationships and acting as a trusted adviser
- Achieving revenue, new business, and assets under advice (AUA) growth targets
- Developing new business through networking, referrals, professional connections, and business development activities
- Working closely with Paraplanners and Client Executives to deliver an outstanding client experience
- Supporting the Regional Leader in driving team performance and strategic growth
- Mentoring and supporting junior Financial Planners and contributing to their development
- Identifying opportunities to improve processes, embrace technology, and enhance operational efficiency
- Maintaining the highest standards of regulatory compliance and professional conduct
About you
We're looking for an experienced Financial Planner who combines excellent technical expertise with commercial awareness and a genuine passion for helping clients achieve their goals.
You'll ideally have
- Level 6 Advanced Diploma in Financial Planning (or equivalent) or higher
- Proven experience delivering regulated financial advice to complex and high-net-worth clients
- Strong knowledge of FCA regulations and compliance requirements
- A successful track record of winning new business and growing client relationships
- Experience developing solutions across tax, retirement, investment, and estate planning
- Strong networking and business development capabilities
- Excellent communication and relationship-building skills
- A collaborative, client-focused approach
- Strong organisational skills and the ability to manage multiple priorities
- Experience using financial planning software, CRM systems, and Microsoft Office applications
- Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way thats right for you.
Established in 1919, weve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.
Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.
We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.
For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UKs Best Workplaces, rising to 6th out of 100 large organisations.
Were a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services.
These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people.
In addition, were one of The Sunday Times Top 100 Apprenticeship Employers.
Being a Certified B Corp means were held to high standards for environmental and social performance.
Were independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.
Were proudly independent, while collaborating internationally through the PKF Global family of firms.
Together were the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.
- Your core benefits
- Financial wellbeing
- Group personal pension to help you build your future savings through employer and employee contributions
- Group life assurance providing cover up to four times your basic annual salary
- Group income protection available after six months service
- Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full-time education) and the option to add a partner or spouse
- Mental wellbeing
- Counselling and emotional support for you and your immediate family
- Virtual GP and second opinion services for you and your immediate family
- Access to trained Mental Health First Aiders for confidential, peer to peer support
- Physical wellbeing
- Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
- Discounted membership at gyms, pools and studios across the UK
- Digital health and wellbeing tools available through the employee health cash plan
- Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support
- Additional benefits
- Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
- The option to buy up to five extra days of holiday (pro rata for part-time colleagues) *
- One paid volunteering day each year to support local organisations
- Electric vehicle lease scheme (grade and pay criteria apply) *
- Gifts to mark key career and family milestones
- Expert led webinars on mental, physical and financial wellbeing
- Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship
- These benefits are provided via a salary exchange and are subject to employees post exchange hourly rate remaining above the national minimum wage
- Additional information
- Job title used internally may not align exactly with the title displayed in this advert
- TPBN1_UKTJ
Senior Financial Planner in Poole employer: FRANCIS CLARK
PKF Francis Clark is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional development. With a strong focus on hybrid working, mentoring opportunities, and a commitment to social responsibility as a Certified B Corp, employees can thrive in their careers while making a positive impact. The firm’s recognition as a Great Place to Work and its extensive benefits package further enhance the appeal of joining their dynamic team in the vibrant locations of Salisbury and Poole.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Poole
✨Tap into Campus Networks
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We think you need these skills to ace Senior Financial Planner in Poole
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FRANCIS CLARK.
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How to prepare for a job interview at FRANCIS CLARK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FRANCIS CLARK.
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Since this is a full-time position, employers at FRANCIS CLARK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FRANCIS CLARK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
