Financial Planner

Life Matters; Upton; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Funded CPD and exam support

Hybrid working with flexibility

Poole office with free parking

Seat on Investment Committee

Clear progression to Director of FP

Birthday off and extended Christmas休al

Job summary

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

Qualifications

• 5+ years in financial services
• At least 2 years as a Financial Adviser / IFA
• Diploma in Regulated Financial Planning (Level 4)
• Advanced Diploma / Chartered or Certified Financial Planner status
• Experience advising HNW individuals, business owners or retirees
• Strong relationship-building and communication skills

Responsibilities

• Manage a portfolio of HNW clients
• Run planning and review meetings
• Support onboarding alongside MD
• Create and present financial plans and recommendations
• Participate in the Investment Committee
• Work with clients' legal and tax advisers
• Provide technical guidance and development support
• Maintain excellent compliance standards

Skills

Relationship-building

Communication

Client-facing

Growth-minded

Technology & AI interest

Education

Diploma in Regulated Financial Planning (Level 4)

Advanced Diploma / Chartered or Certified Financial Planner status

Tools

Voyant

Truth

Job description

Financial Planner | Poole, Dorset | £60,000 to £85,000 + Path to Director of Financial Planning

Looking for a role where you can build meaningful client relationships, influence the future of a respected independent financial planning firm and help clients make life-changing decisions?

Life Matters is looking for an experienced Financial Planner, or a strong Associate Planner ready to step up, to join our growing team in Poole.

This is a relationship-led role. You'll work with an established bank of HNW clients, supported by an experienced team, with the time and autonomy to deliver high-quality financial planning.

What's In It For You?

• £60,000-£85,000 salary depending on experience
• 22 days holiday + bank holidays, birthday off and extended Christmas closure
• Funded CPD and professional exam support
• Poole (BH14) office with free parking
• Hybrid working with sensible flexibility
• Seat on the Investment Committee
• Clear progression towards Director of Financial Planning
• Modern technology environment embracing AI and innovation

About Life Matters

Life Matters is an independent lifestyle financial planning firm helping clients make confident decisions about their money and their future.

Rather than focusing on products, we focus on long-term planning, helping clients achieve the lives they want to live.

• VouchedFor Top Rated Adviser for 6 years
• 100% of clients say we've helped them achieve their life goals
• High-touch, low-volume approach with around 80 clients per planner
• Long-standing relationships, with many clients having been with us for decades

The Role

You’ll take ownership of existing HNW client relationships, helping clients make informed decisions and achieve their long-term goals.

New business generation is not the focus of this role. Your focus is the quality and depth of client relationships.

Key responsibilities include:

• Managing a portfolio of HNW clients
• Running planning and review meetings
• Supporting new client onboarding alongside the Managing Director
• Creating and presenting financial plans and recommendations
• Participating in the Investment Committee
• Working alongside clients' legal and tax advisers
• Supporting colleagues with technical guidance and development
• Maintaining excellent compliance standards

About You

You’ll ideally have:

• 5+ years in financial services
• At least 2 years as a Financial Adviser / IFA
• Diploma in Regulated Financial Planning (Level 4)
• Experience using cashflow modelling tools such as Voyant or Truth
• Strong understanding of Consumer Duty, AML, SPS and CPD requirements
• Excellent relationship-building, listening and communication skills
• A collaborative, growth-minded approach
• An interest in technology and innovation
• Advanced Diploma, Chartered or Certified Financial Planner status
• Experience advising HNW individuals, business owners or retirees

Working Pattern

Flexible working, with sensible flexibility. Mondays are office-based as standard, with most client meetings taking place in the office. Working patterns flex around client needs.

Our Values

• Put clients at the centre of all we do
• Do the right thing, not the easy thing
• Be curious and keep learning
• Collaborate to create brilliant solutions
• Embrace and drive change
• Act with passion and care

If these values resonate with you, we'd love to hear from you.