Chartered Financial Planner – Bournemouth

Excellent salary package, bonus and benefits

We are looking for an accomplished Chartered Financial Planner to join a respected regional team in Bouremouth. This is a senior client-facing role for someone who enjoys building trusted, long-term relationships and delivering thoughtful, compliant advice to clients with complex financial needs.

In this position, you will manage and develop a portfolio while identifying opportunities to support both new and existing clients. You will work closely with colleagues across the business, contribute to regional growth, and play an active part in maintaining high standards across the financial planning function.

The role would suit an experienced planner who combines strong technical knowledge with commercial confidence, professional judgement, and a genuine commitment to helping clients make informed decisions about their future.

What we are looking for

• Chartered status or a Level 6 Advanced Diploma in Financial Planning, or an equivalent qualification
• A strong background in delivering regulated advice to complex, high-net-worth or long-standing clients
• Confident knowledge of FCA regulations, suitability standards and compliance expectations
• A proven ability to develop client relationships, identify opportunities and secure new business
• Experience advising across areas such as tax planning, retirement, investments and estate planning

Contact 0800 2335516 or hello@resourcematters.co.uk