At a Glance
- Tasks: Manage high-net-worth client relationships and guide them in financial decision-making.
- Company: Independent financial planning firm with a relationship-led approach.
- Benefits: Competitive salary, funded CPD, holiday perks, and clear path to directorial role.
- Other info: Join a supportive team with excellent growth opportunities.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Life Matters, an independent financial planning firm in Poole, is seeking a Financial Planner to manage high-net-worth client relationships. You'll play a crucial role in helping clients make informed financial decisions and achieve their long-term goals. The firm emphasizes a relationship-led approach and offers a competitive salary alongside generous benefits, including funded CPD, holiday perks, and a clear path towards a directorial role.
Senior Financial Planner | Path to Director | HNW Clients employer: Life Matters
Life Matters is an exceptional employer that prioritises a relationship-led approach to financial planning, fostering a supportive and collaborative work culture in the beautiful coastal town of Poole. With a commitment to employee growth, the firm offers funded CPD and a clear pathway to directorial roles, ensuring that you can thrive both personally and professionally while managing high-net-worth client relationships.
