Financial Planning Director

Role Title

Financial Planning Director

Financial Planning

Bournemouth

Permanent

Hybrid

In this role you will work with the Financial Planning and Investment Management team to develop new business and contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. You will also maintain existing client relationships and provide advice and service to internal and external clients.

• Contribute to the growth of the business through the provision of high‑quality, compliant advice and participate in marketing initiatives, collaborating with Investment Management colleagues and professional partners to encourage client introductions.
• Deliver excellent client service by ensuring clients are advised on the most appropriate service for their circumstances, working collaboratively with colleagues to provide a consistent service and ensuring clients are charged fairly in accordance with the Schedule of Charges.
• Manage risk by maintaining a good working knowledge, providing advice in line with legislative and regulatory requirements, ensuring complete and timely records, and reviewing client personal arrangements in line with the Ongoing advice service.
• Ensure that clients’ annual review services are delivered consistently and reliably and that the records adequately attest to this.

• Experience of successfully delivering a Financial Planning service, with strong up‑to‑date industry and investment knowledge.
• Qualified at Level 6 as a Chartered Financial Planner.
• Proven track record of building relationships with introducers either internal or external.
• Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed.
• Skilled at influencing, motivating yourself and others and highly analytical.
• Highly organised, strong time management skills and excellent teamwork and team‑building abilities.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.