Senior Financial Planner | Poole | Established Accountancy & Wealth Planning Group
Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role?
We're recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads.
You'll take on a portfolio of around 55 clients across the Poole area with access to introductions from the wider firm, advising on investable assets of £200k–£1.5m with an average case size of around £500k.
Working pattern: In the Poole office a minimum of 3 days a week initially while building introducer relationships.
The role:
- Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm
- Deliver expert planning across tax, retirement, investment and estate planning
- Achieve individual revenue, new business and net AUA targets
- Build a pipeline through referral, networking and introducer relationships
- Act as trusted adviser and escalation point for complex client queries
- Work closely with Paraplanners and Client Executives on case management
- Mentor junior planners and support the team's wider strategy and growth
What you'll need:
- Diploma in Financial Planning (or equivalent) — essential
- Proven experience advising high-value clients in a regulated environment
- Strong knowledge of FCA regulations and compliance requirements
- A track record on complex tax, retirement and estate planning cases
- Strong business development instincts and introducer relationship experience
- Confident with financial planning software (e.g. CashCalc) and CRM (e.g. Intelliflo)
What's on offer:
- Up to £98,000 basic salary, depending on experience
- Discretionary bonus of up to 30% of salary, based on a balanced scorecard
- A ready-made portfolio, largely warm introductions from the firm's own network
- A structured career pathway with ongoing technical and skills training