Senior Wealth Planner & Growth Leader

PKF FRANCIS CLARK; Poole; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Group pension

Life assurance (4x salary)

Income protection

Health cash plan

Cycle to work scheme

Job summary

Francis Clark is seeking an experienced Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio in Poole. You will manage your own clients while mentoring colleagues and driving regional growth.

You will bring Level 6 Advanced Diploma in Financial Planning (or equivalent), a proven track record in regulated advice for high-net-worth clients, and strong networking skills to grow the business.

Qualifications

• Qualified with a Level 6 Advanced Diploma in Financial Planning or equivalent.
• Proven experience delivering regulated financial advice to complex and high-net-worth clients.
• Strong knowledge of FCA regulations and compliance requirements.
• Track record of winning new business and growing client relationships.

Responsibilities

• Manage and develop a portfolio of high-value clients.
• Deliver tailored financial planning across retirement, investment, tax-efficient wealth management, and estate planning.
• Build lasting client relationships and act as a trusted adviser.
• Achieve revenue, new business and AUA growth targets.
• Develop new business through networking, referrals and professional connections.
• Collaborate with Paraplanners and Client Executives to deliver an outstanding client experience.
• Support Regional Leader in driving team performance and growth.
• Mentor junior Financial Planners and contribute to their development.
• Identify opportunities to improve processes and embrace technology.

Skills

Financial planning expertise

Client relationship management

Regulatory compliance

Business development networking

Education

Advanced Diploma FP

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

Francis Clark is seeking an experienced Senior Financial Planner to deliver high-quality, compliant financial advice to a diverse client portfolio in Poole. You will manage your own clients while mentoring colleagues and driving regional growth.

You will bring Level 6 Advanced Diploma in Financial Planning (or equivalent), a proven track record in regulated advice for high-net-worth clients, and strong networking skills to grow the business.