Senior Financial Planner

We are delighted to be working with an established financial services business to recruit a Senior Financial Planner to join its Financial Planning team. This is a senior, client-facing opportunity with responsibility for an established portfolio of high-value clients, alongside a strong focus on delivering comprehensive financial planning and developing long-term client and professional relationships. The successful individual will be based from the Poole office, with regular travel across Dorset to meet clients and build relationships with professional introducers. The Role The Senior Financial Planner will take ownership of an established client portfolio with circa £25m of assets under management, with an average client relationship of approximately £500,000. Clients typically have investable assets ranging from £200,000 to £1.5m, requiring a high-quality, holistic approach to financial planning and ongoing relationship management. The role will involve providing complex financial advice across areas including retirement planning, investment management, tax planning and estate planning, whilst ensuring a consistently high level of client service and regulatory compliance. Alongside managing and developing the existing portfolio, the role will have a strong commercial element, with responsibility for identifying new opportunities through referrals, professional partnerships, networking and relationship development. Key Responsibilities Manage and develop an established ..... full job details .....