Financial Planner

Life Matters
📍 poole, england, United-Kingdom 💼 Full-time 🕒 Posted June 06, 2026

Job Description

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



Looking for a role where you can lead client relationships that genuinely change lives, sit on the Investment Committee and help shape how a highly thought of independent financial planning firm grows? This could be for you.


This position suits experienced Financial Planners, or Associate Planners with client facing experience ready to lead, who want to do the work properly. With time. With backing. With clients who stay for decades.


What's In It For You?


We've designed this role to reward great work and give you a long career here, not just a job. Base salary £60,000 to £85,000, with compensation paid as salary rather than bonus: we believe in paying well for the role, backed by a seat on the Investment Committee and a path to Director of Financial Planning.


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Job Details

  • Location poole, england
  • Job Type Full-time
  • Category Financial Services,Investment Management
  • Posted Date June 06, 2026
  • Application Deadline July 16, 2026