At a Glance
- Tasks: Shadow the Managing Director and learn to guide clients in financial planning.
- Company: Life Matters, a supportive team in Poole, Dorset.
- Benefits: Funded professional qualification, mentoring, and hybrid work setup.
- Other info: Great opportunities for CPD and career progression.
- Why this job: Kickstart your career with hands-on experience and expert guidance.
- Qualifications: Passion for finance and eagerness to learn.
The predicted salary is between 25650 - 31350 £ per year.
Life Matters in Poole, Dorset, seeks an aspiring Financial Planner to join a high-touch, low-volume team.
From week one you will shadow the Managing Director in client meetings, with a funded path to professional qualification and a mentoring program designed to develop your craft.
You will work in a hybrid setup, predominantly office-based, with support for CPD and progression toward Diploma and beyond as you learn to guide clients with comprehensive, lifestyle-focused planning.
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Aspiring Financial Planner — Mentored Client Leadership in Poole employer: Life Matters
Life Matters is an exceptional employer located in Poole, Dorset, offering a unique opportunity for aspiring Financial Planners to thrive in a supportive and collaborative environment. With a strong focus on professional development, employees benefit from a structured mentoring program and a clear path to qualification, ensuring that your growth is nurtured from day one. The hybrid work setup promotes a healthy work-life balance while being part of a dedicated team that prioritises client relationships and lifestyle-focused financial planning.
