Financial Planner, Bournemouth, &60,000 - &80,000

Financial Divisions; Bournemouth; On-site; GBP 60,000 - 90,000; Full time

Job summary

Financial Divisions is seeking an experienced financial planner to take ownership of a meaningful book of high-net-worth clients and deliver holistic, personalised planning.

The role emphasises deep client relationships, long-term value, and collaboration with paraplanning support to cover pensions, investments, inheritance, and tax planning in a purposeful, founder-led culture.

Qualifications

• Diploma qualification is the minimum requirement.
• Chartered status is preferred where possible.
• Experience with high-net-worth holistic planning is key.

Responsibilities

• Take ownership of a meaningful book of high-net-worth clients.
• Deliver holistic, personalised financial planning across pensions, investments, inheritance and tax planning.
• Collaborate with paraplanning support to ensure robust, thoughtful advice.

Education

Diploma qualification (minimum)

Chartered status preferred

Job description

This is a role that will suit an experienced financial planner who understands that the best client relationships in this profession are built quietly, carefully and over many years.

A founder-led financial planning firm with a loyal and established high-net-worth client base is looking for a financial planner to take ownership of a meaningful book of business and deliver the kind of holistic, personalised service that defines everything this firm does. The clients here are known as individuals - their families, their goals and their wider lives all inform the advice they receive - and the adviser stepping into this role will be expected to continue that approach without missing a beat.

The founder has built something rare in an industry that often prioritises volume over depth. The culture is collaborative, thoughtful and genuinely enjoyable, and the work is substantive - spanning pensions and retirement planning, investment management, inheritance and tax planning and protection - underpinned by strong technical and paraplanning support.

This is not a new business role. It is an opportunity to do meaningful work with clients who value the relationship as much as the advice, within a firm that feels the same way about them.

Diploma qualified as a minimum, Chartered status preferred. Experience of working closely with high-net-worth clients in a holistic planning context is important. The right candidate will be as comfortable with the human side of this work as the technical.