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Senior Wealth Planner & Growth Leader
Job in
Poole, Dorset County, BH15, England, UK
Listed on 2026-07-22
Listing for:
PKF FRANCIS CLARK
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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