Chartered Financial Planner Vacancy.

Do you enjoy building long-term client relationships and delivering genuinely independent advice that helps people feel confident about their future? If you’re a Chartered Financial Planner who values doing things properly, with the backing of a supportive team, this could be a great fit.

The Opportunity

This role offers a fantastic opportunity to become an integral part of a dynamic and client-focused Independent Financial Advisory firm. As a Chartered Financial Planner, you will be at the heart of our client relationships, playing a crucial role in helping clients make confident decisions through holistic financial planning across wealth management and protection.

You will gain invaluable experience in the fast-paced and ever-evolving financial services sector, specifically within a genuinely independent, whole-of-market advice firm. This position is ideal for someone looking to build a long-term career, offering:

Client Interaction & Impact: You will inherit an established portfolio of clients and take responsibility for ongoing reviews, long-term relationships, and ensuring advice remains suitable as life changes..
Collaborative Team Environment: Work alongside experienced advisers, a dedicated client servicing team, and our research and planning support, in a friendly culture where doing the right thing for clients is always the priority.

Diverse and Challenging Work: No two weeks look the same. You will balance regular client reviews with ad hoc planning needs, retirement and investment strategy, protection conversations, and the ongoing delivery of clear, compliant advice.
New Business Support and Reward: You will receive firm-generated leads and have the opportunity to develop new client relationships, supported by a new business bonus and ongoing income share structure.

Responsibilities will include:

Providing independent financial advice to an existing client bank, across pensions, investments, retirement planning and protection.
Conducting annual and ad hoc client reviews, maintaining strong long-term relationships.
Ensuring ongoing suitability of advice and recommendations in line with FCA requirements and firm standards.
Working closely with the client servicing and research and planning teams to deliver a smooth, high-quality client experience

Managing your client pipeline effectively, prioritising workloads and meeting deadlines.
Developing relationships with new clients introduced by the firm, progressing enquiries from first conversation through to implementation.
Liaising with product providers and professional connections where appropriate to support client outcomes.
Operating at all times within the firm’s compliance guidelines, processes and service level standards.

Flexibility is our Middle Name

We know that work-life balance is essential.
That’s why we offer flexible working arrangements to help you achieve a fulfilling career without compromising your personal life:

Position:
Full-time and permanent.
Location:
Our HQ overlooks the beautiful Holes Bay in Poole, Dorset, with the ability to have a hybrid working pattern.

Work Hours:
Our standard working hours are 8:30am-5:00pm with an hour of ‘you time’ for lunch. However, our team works a variety of different hours that work for both of us.
We’re firm believers in measuring output rather than hours at a seat. Let’s have a conversation!

About You

Chartered Financial Planner status (CII) is essential.
Diploma Level 4 qualified (minimum).
Strong technical knowledge across pensions, investments, retirement planning, and tax and trust planning (within role scope).
Confident working within defined business processes, service standards and FCA requirements.
Articulate and professional, with excellent attention to detail and high standards of accuracy.
Strong interpersonal skills, with the ability to build trust quickly and maintain long-term client relationships.

Excellent written communication and report writing skills, producing clear and compliant suitability reports.
Able to work well independently and as part of a collaborative team.
Highly organised with effective time management, able to prioritise client needs and work to deadlines.
Proactive and self-motivated, with a genuine willingness to take ownership of workload and client outcomes.
Strong client service mindset, comfortable dealing with clients at all levels and handling sensitive information with discretion.
Proficient with Microsoft Office (Outlook, Word, Excel) and confident working with financial services systems and platforms.

Baggette + Co. Wealth Management Financial Advisers

About Us

Since 1986, Baggette + Co. has been helping UK retail and business investors achieve their financial goals through tailored, independent advice. We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII).

Based in Poole, Dorset, we’re dedicated to our clients’ long-term success. Our team of experienced financial advisors proudly serves over 1,000 clients and manages over £320 million in assets.

At Baggette + Co., we’re lucky to have an amazing team of people who truly care about our clients. They’re experts in their field, always going the extra mile to deliver top-notch service.

We help our clients achieve their financial goals with genuinely independent financial advice. We believe everyone deserves financial security and peace of mind. We’re committed to providing clear, straightforward advice and the highest-quality service to help all our clients achieve these goals.

Our team is passionate about what we do and loves finding new ways to support our clients. We’re proud of the friendly and supportive culture we’ve built – everyone here is focused on making sure our clients have a great experience. This results in a team that’s not just talented and dedicated but truly makes a difference in our clients’ lives.

Perks + Benefits

It’s not just about the work – we want you to love your time at Baggette + Co.
That’s why we offer a fantastic range of benefits to support your well-being and help you thrive, both inside and outside the office: