Life Matters in Poole, Dorset, is seeking an experienced Financial Planner or strong Associate to manage a portfolio of high‑net‑worth clients with autonomy and professional support from an established team. The role emphasizes deep client relationships, high‑quality financial planning, and collaboration with legal and tax advisers.
The position offers a clear progression path toward Director of Financial Planning, a hybrid working pattern, funded CPD and exam support, and involvement with the
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