Financial Planner Poole, Dorset £60,000 to £85,000 + Path to Director of Financial Planning Looking 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 & 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 push that forward. About the Company Our client is an independent lifestyle financial planning firm in Poole, Dorset. We believe life is for living. Live it well. Our role isn't to sell products. It's to give clients the peace of mind and confidence to make bold decisions about their money and the lives they want to live. We turn traditional financial advice on its head: rather than recommending a short term fix through an individual product, we create a plan that helps clients achieve their long term goals. • VouchedFor Top Rated Adviser, for 6 years. • 100% of clients say working with us has helped them achieve their life goals. • 4.9 star average client rating; some of our clients have been with us for over two decades. • Seen as the leading financial planning firm in the area for wealthy families. • High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service. What You'll Be Doing You'll take ownership of our existing high net worth client relationships and deepen them over time. 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 on the depth, quality and outcomes of the relationships we already have. • Client Leadership: Manage a portfolio of varied, often complex HNW clients. Develop strong long term relationships and help them make positive decisions about their financial future. • Planning Meetings: Run Planning Meetings and ad hoc client meetings end to end, ensuring advice achieves the best outcomes for each client's individual needs. • New Client Onboarding: Deliver new client onboarding alongside the Managing Director. • Plan Creation: Work with the team to produce clear, technically accurate, compliant and concise Financial Plans (Your Big Picture), Recommendation Reports and Planning Meeting Summaries within agreed timescales. • Investment Committee: Participate as a valued member of the firm's Investment Committee • Professional Network: Liaise with clients' legal and tax advisers and attend joint meetings as needed. • Compliance: Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD. • Team Development: Support colleagues with technical training, updates and judgment calls. • Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships. Essential Requirements • Experience: Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts. • Qualification: Diploma in Regulated Financial Planning (Level 4). • Technical Knowledge: In depth understanding of financial planning, with proven experience using cashflow modelling tools (e.g. Voyant / Truth) and core MS Office. • Compliance: Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements. • Interpersonal: Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele: gentle and reassuring when needed, direct and challenging when warranted. • Decision Making: Strong ability to apply your own judgment and experience when speaking with clients. • Mindset: A collaborative team player. Open to feedback as an investment in your growth. Comfortable in a small firm environment where everyone mucks in. • Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either. Desirable Preferences • Qualifications: Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner. • Background: Experience supporting business owners, senior executives or HNW retirees with £1m+ to invest. Working Pattern Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. The majority of client meetings happen in the office, so the working pattern flexes with the diary. 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.
May 26, 2026
Full time
Financial Planner Poole, Dorset £60,000 to £85,000 + Path to Director of Financial Planning Looking 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 & 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 push that forward. About the Company Our client is an independent lifestyle financial planning firm in Poole, Dorset. We believe life is for living. Live it well. Our role isn't to sell products. It's to give clients the peace of mind and confidence to make bold decisions about their money and the lives they want to live. We turn traditional financial advice on its head: rather than recommending a short term fix through an individual product, we create a plan that helps clients achieve their long term goals. • VouchedFor Top Rated Adviser, for 6 years. • 100% of clients say working with us has helped them achieve their life goals. • 4.9 star average client rating; some of our clients have been with us for over two decades. • Seen as the leading financial planning firm in the area for wealthy families. • High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service. What You'll Be Doing You'll take ownership of our existing high net worth client relationships and deepen them over time. 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 on the depth, quality and outcomes of the relationships we already have. • Client Leadership: Manage a portfolio of varied, often complex HNW clients. Develop strong long term relationships and help them make positive decisions about their financial future. • Planning Meetings: Run Planning Meetings and ad hoc client meetings end to end, ensuring advice achieves the best outcomes for each client's individual needs. • New Client Onboarding: Deliver new client onboarding alongside the Managing Director. • Plan Creation: Work with the team to produce clear, technically accurate, compliant and concise Financial Plans (Your Big Picture), Recommendation Reports and Planning Meeting Summaries within agreed timescales. • Investment Committee: Participate as a valued member of the firm's Investment Committee • Professional Network: Liaise with clients' legal and tax advisers and attend joint meetings as needed. • Compliance: Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD. • Team Development: Support colleagues with technical training, updates and judgment calls. • Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships. Essential Requirements • Experience: Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts. • Qualification: Diploma in Regulated Financial Planning (Level 4). • Technical Knowledge: In depth understanding of financial planning, with proven experience using cashflow modelling tools (e.g. Voyant / Truth) and core MS Office. • Compliance: Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements. • Interpersonal: Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele: gentle and reassuring when needed, direct and challenging when warranted. • Decision Making: Strong ability to apply your own judgment and experience when speaking with clients. • Mindset: A collaborative team player. Open to feedback as an investment in your growth. Comfortable in a small firm environment where everyone mucks in. • Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either. Desirable Preferences • Qualifications: Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner. • Background: Experience supporting business owners, senior executives or HNW retirees with £1m+ to invest. Working Pattern Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. The majority of client meetings happen in the office, so the working pattern flexes with the diary. 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.
Job Title: R&D Tax Manager Job Location: Edinburgh Your new company Join a highly respected, independent accountancy and advisory firm with a strong presence across Scotland and an established reputation for delivering high-quality tax and business services. The firm continues to invest in its specialist tax capability, and the Edinburgh office is a key part of this growth strategy. With a supportive leadership team, an expanding client portfolio, and a collaborative culture, this is an excellent environment for ambitious tax professionals looking to progress and broaden their impact. Your new role As R&D Tax Manager or Senior Manager, you will take ownership of a varied portfolio of R&D tax relief assignments across multiple sectors. You will work directly with clients to identify qualifying activities, understand their innovations, produce clear technical narratives, and ensure compliant, accurate claims. You will also support the development of junior colleagues, contribute to internal training initiatives, and collaborate with colleagues across the wider tax and advisory functions. This role offers genuine scope to shape service delivery, enhance internal processes, and play an active part in the continued growth of the R&D offering within the Edinburgh market. What you'll need to succeed You will bring solid experience in R&D tax, gained within professional practice or an in-house advisory environment, with the ability to manage claims from initial scoping through to submission. Strong communication skills are essential, as you will work closely with senior stakeholders, technical specialists, and business owners to interpret complex projects and present them clearly. You should be confident managing deadlines, reviewing work, and guiding junior team members. Whether you come from a tax, science/engineering, or technology background, your expertise will be valued and developed. What you'll get in return This is an opportunity to join a growing, people-focused firm where your R&D expertise will be recognised and where you can make a meaningful impact. You'll benefit from a varied portfolio, a supportive and flexible working environment, and opportunities for progression as the service line continues to expand. You will have the autonomy to shape your role, influence future growth, and develop your career within a forward-thinking organisation that prioritises professional development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
May 22, 2026
Full time
Job Title: R&D Tax Manager Job Location: Edinburgh Your new company Join a highly respected, independent accountancy and advisory firm with a strong presence across Scotland and an established reputation for delivering high-quality tax and business services. The firm continues to invest in its specialist tax capability, and the Edinburgh office is a key part of this growth strategy. With a supportive leadership team, an expanding client portfolio, and a collaborative culture, this is an excellent environment for ambitious tax professionals looking to progress and broaden their impact. Your new role As R&D Tax Manager or Senior Manager, you will take ownership of a varied portfolio of R&D tax relief assignments across multiple sectors. You will work directly with clients to identify qualifying activities, understand their innovations, produce clear technical narratives, and ensure compliant, accurate claims. You will also support the development of junior colleagues, contribute to internal training initiatives, and collaborate with colleagues across the wider tax and advisory functions. This role offers genuine scope to shape service delivery, enhance internal processes, and play an active part in the continued growth of the R&D offering within the Edinburgh market. What you'll need to succeed You will bring solid experience in R&D tax, gained within professional practice or an in-house advisory environment, with the ability to manage claims from initial scoping through to submission. Strong communication skills are essential, as you will work closely with senior stakeholders, technical specialists, and business owners to interpret complex projects and present them clearly. You should be confident managing deadlines, reviewing work, and guiding junior team members. Whether you come from a tax, science/engineering, or technology background, your expertise will be valued and developed. What you'll get in return This is an opportunity to join a growing, people-focused firm where your R&D expertise will be recognised and where you can make a meaningful impact. You'll benefit from a varied portfolio, a supportive and flexible working environment, and opportunities for progression as the service line continues to expand. You will have the autonomy to shape your role, influence future growth, and develop your career within a forward-thinking organisation that prioritises professional development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Job Title: Accounts Senior Your new company You'll be joining a leading independent advisory firm with a strong presence across Scotland and a reputation for technical excellence and client care. The firm is known for its collaborative culture, forward-thinking approach, and commitment to helping businesses grow through strategic tax planning. With a growing demand for innovation tax services, the team is expanding and offers a dynamic environment where your expertise will be valued. Your new role As an Innovations Tax Senior, you'll work with a diverse portfolio of clients-from tech start-ups to established manufacturers-helping them identify and claim R&D tax relief and other innovation incentives. You'll be responsible for preparing technical documentation, analysing qualifying expenditure, and liaising with HMRC. You'll also support junior colleagues and contribute to business development, helping to shape the future of the innovation tax offering. What you'll need to succeed You'll bring a solid foundation in corporate tax, ideally with experience in R&D tax claims or innovation incentives. A background in science, engineering, or technology would be beneficial, but not essential. What matters most is your ability to understand complex technical concepts and translate them into compelling claims. You'll be confident engaging with clients, proactive in managing deadlines, and eager to grow within a supportive team. What you'll get in return You'll be part of a firm that invests in its people and supports your professional development. Expect a competitive salary, flexible working arrangements, and access to ongoing training. You'll also benefit from working on intellectually stimulating projects that make a real impact. Whether based in Edinburgh, Glasgow, Aberdeen or elsewhere in Scotland, you'll enjoy a collaborative team culture and a clear path for progression. What you need to do now If you're ready to take the next step in your tax career and want to work in a role that blends technical challenge with client impact, we'd love to hear from you. Apply now or get in touch for a confidential discussion about your next move.
May 20, 2026
Full time
Job Title: Accounts Senior Your new company You'll be joining a leading independent advisory firm with a strong presence across Scotland and a reputation for technical excellence and client care. The firm is known for its collaborative culture, forward-thinking approach, and commitment to helping businesses grow through strategic tax planning. With a growing demand for innovation tax services, the team is expanding and offers a dynamic environment where your expertise will be valued. Your new role As an Innovations Tax Senior, you'll work with a diverse portfolio of clients-from tech start-ups to established manufacturers-helping them identify and claim R&D tax relief and other innovation incentives. You'll be responsible for preparing technical documentation, analysing qualifying expenditure, and liaising with HMRC. You'll also support junior colleagues and contribute to business development, helping to shape the future of the innovation tax offering. What you'll need to succeed You'll bring a solid foundation in corporate tax, ideally with experience in R&D tax claims or innovation incentives. A background in science, engineering, or technology would be beneficial, but not essential. What matters most is your ability to understand complex technical concepts and translate them into compelling claims. You'll be confident engaging with clients, proactive in managing deadlines, and eager to grow within a supportive team. What you'll get in return You'll be part of a firm that invests in its people and supports your professional development. Expect a competitive salary, flexible working arrangements, and access to ongoing training. You'll also benefit from working on intellectually stimulating projects that make a real impact. Whether based in Edinburgh, Glasgow, Aberdeen or elsewhere in Scotland, you'll enjoy a collaborative team culture and a clear path for progression. What you need to do now If you're ready to take the next step in your tax career and want to work in a role that blends technical challenge with client impact, we'd love to hear from you. Apply now or get in touch for a confidential discussion about your next move.
