Life Matters in Poole, Dorset, invites applications for a role designed to train a future Financial Planner. You will shadow the Managing Director from day one, progressing to co-leading client meetings and ultimately leading engagements.
The role supports funded exams and a clear pathway to Chartered status within a small, high-trust team. Hybrid with a predominantly office-based pattern, the position offers a structured development route, with mentorship, a 22-day holiday plus bank holidays,
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Trainee Financial Planner: Mentored Path to Chartered in Christchurch employer: Life Matters
Life Matters in Poole, Dorset, is an exceptional employer that prioritises the professional growth of its employees while fostering a collaborative and supportive work culture. With a clear path to Director of Financial Planning, hybrid working options, and funded CPD and exam support, employees are empowered to build meaningful relationships with high-net-worth clients in a dynamic environment that values quality financial planning.
