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Permanent

Financial Planner

Antony George Recruitment
Poole
money-bag £60000 Annual
Posted: 05 June 2026 (5 days ago)
Closing date: 05 July 2026
Ref: 3111100193

Financial Planner Poole, Dorset £60,000 to £85,000 + Path to Director of Financial PlanningLooking for a role where you can lead client relationships that genuinely change lives, sit on the Investment Committee and help shape how a highly thought of independent financial planning firm grows? This could be for you.This position suits experienced Financial Planners, or Associate Planners with client facing experience ready to lead, who want to do the work properly. With time. With backing. With clients who stay for decades.What''s In It For You?We''ve designed this role to reward great work and give you a long career here, not just a job. Base salary £60,000 to £85,000, with compensation paid as salary rather than bonus: we believe in paying well for the role, backed by a seat on the Investment Committee and a path to Director of Financial Planning.• Salary: £60,000 to £85,000 (depending on experience).• Holiday: 22 days plus bank holidays, plus Birthday and extended closure at Christmas.• Pension: 5% employer contribution.• Professional Development: Funded CPD and financial support with professional exams.• Office: Poole, Dorset (BH14). Free parking. Hybrid model with sensible flexibility, predominantly office based.• Senior Leadership Path: A route to Director of Financial Planning for the right person, mentoring future planners as the firm grows.• Modern Tech Stack: Migrating to a contemporary back office system and embracing AI tools (Saturn AI). We welcome your ideas to ..... full job details .....

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