Duties and Responsibilities:

You are here to learn to lead client relationships, and that starts in week one, not after a probation of report writing. Bringing a book of clients isn't the expectation, and new business development isn't your remit; that sits with our Managing Director. Your focus is learning to lead the relationships we already have.

• Client Meetings: From your first week you are in every Planning Meeting and review meeting with the Managing Director, moving from shadowing to co-leading to leading as your confidence and sign-off progress.
• Relationship Building: Develop strong, long term relationships with varied, often complex HNW clients, learning to adapt your style to each one.
• AI Meeting Output: Review and quality check AI generated meeting summaries and planning outputs (Saturn AI), owning their accuracy and taking that work off the Managing Director's plate early.
• Cashflow Modelling: Build and stress test financial forecasts using cashflow tools (Voyant / Truth) that bring each client's plan to life.
• Onboarding Support: Support new client onboarding alongside the Managing Director.
• Compliance: Work within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD.
• Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships.
• Interim paraplanning: Until our separate senior paraplanner hire lands, there may be some hands on paraplanning: plans, reports and meeting summaries. Said plainly so there are no surprises: it is a bridge while the team builds out, not the shape of the role. Life Matters is hiring a chartered senior paraplanner to own that side of the business.

The Ideal Employee:

• Experience: Real client facing exposure in financial planning, wealth management or private banking: you have sat in client meetings, ideally helped run them.
• Qualification: Level 4 Diploma in Regulated Financial Planning.
• Technical Knowledge: Strong financial planning knowledge and core MS Office; hands on cashflow modelling (e.g. Voyant / Truth) is valuable but trainable.
• Compliance: A sound compliance record and a working understanding of Consumer Duty, AML, SPS and CPD.
• Interpersonal: Strong questioning and listening skills, and the warmth and gravitas to build trust with a diverse HNW clientele.
• Mindset: Hungry to learn and grow. You ask for feedback, treat it as an investment in your development rather than a criticism, and are comfortable in a small firm where everyone mucks in
• Location: Within a sensible daily commute of Poole (BH14). This is a predominantly office based role, so local candidates are the priority.
• Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either.

Experience required:

• Experience supporting business owners, senior executives or HNW retirees.
• Paraplanning or report writing background (handy in the interim period), exposure to running parts of client meetings, or early advising experience.

Qualifications required:

• Level 4 Diploma Qualified

Working Pattern:

Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. Because this is a learning role and most client meetings happen in the office, you will be in more often than not while you develop. Clients always come first.

Our Six Core Values

1. Put clients at the centre of all we do.

2. Do the right thing; not the easy thing.

3. Be curious; pursue growth and learning.

4. Collaborate to create brilliant and simple solutions.

5. Embrace and drive change.

6. Act with passion and care.

If these resonate with you, you'll feel right at home here.

How To Apply

Contact Kelley at Antony George at kelley@antonygeorge.com for a confidential conversation. Direct applications welcome. Life Matters does not engage agencies.