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Independent Financial Planner – Client-Focused
Job in
Christchurch, Dorset County, PE14, England, UK
Listed on 2026-06-15
Listing for:
Heritage Investments
Full Time, Contract
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Heritage Investments, an independent financial planning firm in Christchurch, is seeking an experienced Financial Planner/IFA. You will manage a portfolio of clients, building long-term relationships and providing tailored financial advice.
The ideal candidate will have excellent communication skills and a strong attention to detail, ensuring compliance with all regulatory requirements. This position includes comprehensive support from a dedicated operational structure.
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