Senior Financial Planner

In a nutshell

As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.

Alongside managing your own client portfolio, you'll support colleagues, mentor junior team members, and help drive continuous improvement across our financial planning business.

This role supports both our Salisbury and Poole offices. The successful candidate will be contracted to their nearest Francis Clark Financial Planning office and will typically spend around two days per week in both Salisbury and Poole. Travel to the non-contractual office will be reimbursed in accordance with our expenses policy.

What you'll be doing day to day

• Managing and developing a portfolio of high-value and complex clients
• Delivering tailored financial planning advice across areas such as: retirement planning, investment planning, tax-efficient wealth management, estate and succession planning
• Building lasting client relationships and acting as a trusted adviser
• Achieving revenue, new business, and assets under advice (AUA) growth targets