Senior Financial Planner

Nigel James Associates Ltd; Poole; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

Nigel James Associates Ltd in Poole is seeking a Senior Financial Planner to take over an existing local client portfolio. The role is hybrid and focuses on high-value clients across tax planning, retirement, investments and estate planning.

You will mentor junior planners, work with paraplanners and client executives to ensure efficient case management, and actively develop new business through referrals and partnerships.

Qualifications

• Level 4 DipFS or equivalent, Chartered status desirable.
• Excellent knowledge of FCA regulations with a track record delivering regulated advice to high-value clients.
• Strong commercial awareness and a proactive, client-first approach.

Responsibilities

• Manage a high-value, complex client portfolio with holistic advice.
• Collaborate with paraplanners and client executives for case management.
• Identify and pursue new business through referrals and partnerships.
• Mentor and support junior planners within the team.

Skills

Networking

Business development

Client relationship management

Regulatory compliance

CRM software

MS Office

CashCalc

Intelliflo

Education

Level 4 Diploma in Financial Planning (DipFS)

Chartered status

Tools

CashCalc

Intelliflo

CRM systems

Job description

SENIOR FINANCIAL PLANNER | EXISTING CLIENT PORTFOLIO | POOLE

We are working exclusively with a well-established, independent Chartered financial planning business to secure an experienced Senior Financial Planner to join their team in Poole. The role will be taking over an existing client portfolio based in the local area, predominantly professional partnership of the businesses, alongside the opportunity to continue growing the book organically. The role follows a hybrid working pattern.

You will manage a portfolio of high-value and complex clients, delivering tailored, proactive holistic advice across tax planning, retirement strategies, investment management, and estate planning. You will work closely with paraplanners and client executives to ensure efficient case management and will be expected to identify and pursue new business opportunities through referral, networking and professional partnerships. In addition you will be responsible for mentoring and supporting more junior planners within the team.

Requirements

• Level 4 DipFS qualified - Advanced Diploma in Financial Planning (or equivalent) or above; Chartered status is desirable
• Excellent knowledge of FCA regulations and compliance, with a strong track record delivering regulated advice to high-value clients
• Strong commercial awareness and a proactive, client-first approach, with the ability to find innovative solutions to complex tax, retirement and estate planning challenges
• Proven networking and business development skills, with a track record of building both internal and external relationships
• Confident using financial planning software (e.g. CashCalc or similar) and CRM systems (e.g. Intelliflo or similar), along with core MS Office applications
• Comfortable managing and developing an inherited client portfolio, providing continuity and building strong long-term relationships
• Based within a commutable distance of the Poole/Salisbury area, or willing to relocate

This is a genuinely well-regarded, independent Chartered company with a strong reputation across the Southwest, offering a supportive, collegiate culture and a long-term, relationship-led approach to financial planning, with clear opportunities to mentor others and contribute to the wider team's development. The role offers a highly competitive salary depending on experience, plus a discretionary bonus of up to 30% based on performance.