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Holistic Financial Planner Ownership

Job in Poole, Dorset County, BH15, England, UK
Listing for: Suitable Life Group
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Holistic Financial Life Planner | Growth & Ownership

Suitable Life Group in Poole is seeking a Financial Planner to provide comprehensive financial planning services, including retirement planning tailored for clients such as business owners, property investors, and NHS professionals. The ideal candidate will have experience in finance and possess strong analytical skills.

This full-time, on-site role offers a chance for significant growth within the company, with potential opportunities for future ownership. Competitive salary based on experience.

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