At a Glance
- Tasks: Lead client relationships and create impactful financial plans for high net worth clients.
- Company: Life Matters, a top-rated independent financial planning firm in Poole.
- Benefits: Competitive salary, generous holiday, pension contributions, and professional development support.
- Other info: Join a collaborative team that values innovation and personal growth.
- Why this job: Make a real difference in clients' lives while advancing your career towards Director of Financial Planning.
- 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: we believe in paying well for the role, backed by a seat on the Investment Committee and a path to Director of Financial Planning.
- 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). We welcome your ideas to push that forward.
About Life Matters
Life Matters 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.
- VouchedFor Top Rated Adviser, for 6 years.
- 100% of clients say working with us has helped them achieve their life goals.
- 4.9 star average client rating; some of our clients have been with us for over two decades.
- Seen as the leading financial planning firm in the area for wealthy families.
- High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service.
What You'll Be Doing
You'll take ownership of our existing high net worth client relationships and deepen them over time. Bringing a book of clients isn't the expectation and new business development isn't your remit; that sits with our Managing Director. Your focus is on the depth, quality and outcomes of the relationships we already have.
- 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 (Your Big Picture), Recommendation Reports and Planning Meeting Summaries within agreed timescales.
- Investment Committee: Participate as a valued member of the Life Matters 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 (e.g. Voyant / Truth) 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: gentle and reassuring when needed, direct and challenging when warranted.
- 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. Comfortable in a small firm environment where everyone mucks in.
- Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either.
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.
How To Apply
Contact Mark Penswick at Antony George at mark.penswick@antonygeorge.com for a confidential conversation.
Financial Planner in Poole employer: Life Matters
Life Matters is an exceptional employer located in Poole, Dorset, offering a rewarding career as a Financial Planner with a clear path to leadership. With a strong commitment to employee development, competitive salaries, and a supportive work culture that prioritises client relationships, this independent financial planning firm fosters an environment where you can thrive professionally while making a meaningful impact on clients' lives. Enjoy the benefits of a hybrid working model, generous holiday allowances, and a modern tech stack that embraces innovation.
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 your passion for financial planning during interviews. Be ready to discuss how you can make a difference in clients' lives and share examples of how you've done this in the past. Remember, it’s all about building those long-term relationships!
✨Tip Number 3
Prepare for your interview by researching the company thoroughly. Understand their values, client approach, and recent developments. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
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 skills and experiences that align with 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 Technical Skills:We’re looking for someone with a solid understanding of financial planning tools and compliance. Make sure to mention your experience with cashflow modelling tools and any relevant software in your application.
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 us!
How to prepare for a job interview at Life Matters
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling tools and compliance regulations. Being able to discuss these confidently will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role is all about deepening existing connections, so demonstrating your interpersonal skills and ability to adapt your communication style will be key.
✨Be Ready to Discuss Change
Life Matters values innovation and change, especially with their tech stack. Think about how you've embraced new tools or processes in your previous roles and be ready to share your ideas on how to improve client relationships or business processes.
✨Align with Their Values
Familiarise yourself with Life Matters' core values and think about how they resonate with your own work ethic. Be prepared to discuss how you put clients first, do the right thing, and embrace growth and collaboration in your professional life.
