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
About you
We're looking for an experienced Financial Planner who combines excellent technical expertise with commercial awareness and a genuine passion for helping clients achieve their goals.
You'll ideally have:
Senior Financial Planner • Full Time
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