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Added 26 mins ago
EA
Measurement Partnerships Manager
Electronic Arts (EA)
Vancouver, BC
- Full-time
…them understand and use their results. You'll report to the Director of Advertising Intelligence and need to be comfortable discussing technical details with vendors and data with…
Added 26 mins ago
FH
Food & Beverage Executive Assistant (Maternity Coverage – 12 Months)
Fairmont Hotels & Resorts
Jasper, AB
- Temporary
Reporting to the Assistant Director of Food & Beverage responsibilities and essential job functions include but are not limited to the following:
Added 27 mins ago
G
Director, Client Lifecycle Management and AML Compliance- FR
GardaWorld
Toronto, ON
- Full-time
Working closely with AML leadership, Sales, Operations, Legal, Finance, IT, and other key stakeholders, the Director supports business growth while maintaining a strong and effective…
Added 27 mins ago
L
Education Expert - Redken (Professional Products Division)
L'Oréal
Vancouver, BC
- $65,000 to $72,000 CAD / year
- Full-time
You will bring Redken’s brand promise and technical artistry to life across salons, academies, and schools throughout British Columbia, reporting directly to the Education Director.
Added 42 mins ago
UO
Senior Manager, Innovation Partnerships - Clean Energy, Critical Minerals and Mining
University of British Columbia
Vancouver, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
…strengths across the University. Reporting to the Associate Director, Innovation Partnerships, with dotted line reporting to the Associate Dean, Research and Graduate Studies, Faculty of…
Added 42 mins ago
UO
Senior Manager, Innovation Partnerships - Defense, Cybersecurity and Dual Use Technologies
University of British Columbia
Vancouver, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
…strengths across the University. Reporting to the Associate Director, Innovation Partnerships, with dotted line reporting to the Associate Dean, Research and Graduate Studies, Faculty of…
Added 42 mins ago
C
Senior Commercial Cash Management Manager - Bilingual
CIBC
Montreal, QC
- Full-time
…management specialists and treasury professionals. Reporting to the Director and Team Lead, you will be responsible for client service, and portfolio management. This includes supporting…
Added 56 mins ago
SS
General Manager - Steel & Construction Industry
Summit Search Group
Burlington, ON
- Full-time
This role commands the full Ontario operation, providing high‑level direction across sales, estimating, project delivery, detailing, fabrication, logistics, and installation. With multiple…
Added 58 mins ago
HP
Senior Technical Support Operations Lead
Hewlett Packard Enterprise
Toronto, ON · Mississauga, ON
- $172,000 to $222,000 CAD / year
- Full-time
…Technical Support, Product Engineering, R&D, Professional Services, Sales, Renewals, Operations, and business unit…
Added 58 mins ago
KW
RFP Strategy & Response Manager
Kore Wireless Canada Inc.
Canada
- $91,000 to $101,920 CAD / year
- Full-time
…establishing rigorous bid/no-bid qualifying strategies alongside sales and executive leadership, to coordinating cross-functional experts in Product, Legal, and Finance to draft compelling,…
Added 1 hour ago
UO
Director of Development, Haskayne School of Business, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
VP Development and Alumni is currently seeking a Full-time Regular Director of Development, Haskayne School of Business.
Added 1 hour ago
S
Brand Design Lead
Spellbook
Canada
- Full-time
The Spellbook brand team is seeking a Brand Design Lead to shape how we show up across touchpoints, from sales material and digital experiences to events and in-person activations. You’ll…
Added 1 hour ago
N
Jr. Applications Engineer
Nexans
Sidney, BC
- Full-time
As a Jr. Applications Engineer, you will report directly to the Engineering Technical Director. The NAM growth strategy requires increased and sustained Applications Engineering support to…
Added 1 hour ago
AL
Acheteur(euse) stratégique / Strategic Buyer
Axis Lighting
Montreal, QC
- Full-time
Reporting to the Senior Director – Supply Chain Management, the Strategic Buyer is responsible to achieve best possible cost savings while ensuring the most beneficial supply base for the…
Added 1 hour ago
N
Jr. Product Design Engineer
Nexans
Sidney, BC
- Temporary
As a Jr. Product Design Engineer, you will report directly to the Engineering Technical Director. This role is being added to expand the team’s expertise in CableBuilder and its integration…
Added 1 hour ago
N
Product Design Engineer
Nexans
Sidney, BC
- Temporary
As a Product Design Engineer, you will report directly to the Engineering Technical Director. This role is This position is a member of the Central Engineering group. The group provides…
Added 1 hour ago
CG
Manager, Sales Governance and Operations
Calian Group
Toronto, ON
- Full-time
Working closely with the Director, Sales Governance, you will support executive decision-making through operational analysis, reporting, and business insights. You will play a key role in…
Added 1 hour ago
CG
Manager, Sales Governance and Operations
Calian Group
Ottawa, ON
- Full-time
Working closely with the Director, Sales Governance, you will support executive decision-making through operational analysis, reporting, and business insights. You will play a key role in…
Added 1 hour ago
IF
Director, Business Development - Eastern ON
iA Financial Group
Toronto, ON
- Full-time
…Gatineau, with the objective of increasing production and promoting sales to support the achievement of the Mass Market regional business development…
Added 1 hour ago
EL
Fulfillment Sales Manager
Ecom Logistics
Woodbridge, ON
- Full-time
Ecom Logistics is looking for a Sales Manager who enjoys finding new opportunities and winning new clients. You’ll grow our fulfilment and warehousing business by connecting with D2C…
Added 1 hour ago
R
General Manager - Tanger Outlets Ottawa
RioCan
Ottawa, ON
- Full-time
Reporting to the Regional Director, Operations – (Kanata/Ottawa), the General Manager is responsible for maximizing the overall financial and operational performance of a portfolio of…
Added 1 hour ago
MI
Director of Engineering
MKS Instruments
Richmond, BC · Canada Richmond
- $160,000 to $255,000 CAD / year
- Full-time
As the Director of Engineering at MKS, you will lead a multidisciplinary engineering organization responsible for the development, commercialization, and sustainment of advanced sensing and…
Added 1 hour ago
IW
Supply Chain Manager
Ideal Warehouse Innovations, Inc.
Vaughan, ON
- Full-time
Reporting to the Director of Operations, this role ensures product and material availability, reliable customer commitments, optimized inventory, competitive costs, and strong supplier…
Added 1 hour ago
O
Inside Sales Representative
OPENLANE
Saskatoon, SK
- Full-time
Reporting to the Director Market Sales, this role will collaborate with the Dealer Relations and Outside Sales teams on a regular basis to achieve sales objectives and deliver exceptional…
Added 1 hour ago
Director of Compliance (Quality, EHS & CI)
Magellan
Mississauga, ON
Magellan Aerospace, Corporate has an exciting opportunity for Director of Compliance (Quality, EHS & CI). The Director of Compliance will participate, as a member of the corporate…

Closed listing

MFP Wealth Management

Servicing Financial Planner / Adviser

Dorset, ON, Canada

Part-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Part-time
Closing date: Oct 16, 2026
Posting language: English
Posted: Jul 23, 2026

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Original job description

Archived listing. The details below describe a past opening.

Servicing Financial Adviser / Planner Vacancy

At our offices in Mudeford, Christchurch, BH23 4BA

Get in touch

We are currently recruiting for a Servicing Financial Adviser / Financial Planner

Location: Christchurch, Dorset

Salary: Up to £75,000, depending on experience

Hours: Full-time or part-time considered, with flexible working hours

Contract: Employed role

The Role

We are looking for a Financial Planner, also known as a Servicing Financial Adviser, to join our team at MFP Wealth Management in Christchurch, Dorset.

This is an employed role providing holistic, independent lifestyle financial planning to an established portfolio of high-net-worth client families.

Over time, you will take responsibility for delivering a high-touch financial planning service to approximately 50 client families. There is no sales target and no expectation to generate new business. Our firm continues to grow through reputation, recommendation and long-standing client relationships.

This role is about quality, not quantity. We are looking for someone who genuinely values client relationships, thoughtful planning and exceptional service.

As you settle into the role, you will work closely with our Managing Director, a Chartered Financial Planner, author and financial planning podcast host, learning our approach to lifestyle financial planning and client care.

What We’re Looking For

We would be delighted to hear from either:

A technically strong Paraplanner who is ready to transition into an advisory role; or
An experienced, service-focused Financial Adviser who wants to work in a relationship-led, client-focused environment.

You will be warm, emotionally intelligent and service orientated, with the ability to understand clients’ financial needs, life goals and personal priorities.

You will have strong technical knowledge across most areas of financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate planning. You will be confident developing comprehensive lifetime financial planning strategies and providing proactive, ongoing advice to clients.

You will also be someone who values best practice, embraces technology and wants to work in a firm where your own quality of life matters too.

Key Responsibilities

As our Financial Planner, you will:

Provide holistic financial planning advice across investments, pensions, retirement planning, protection, tax planning and estate planning.
Build and maintain strong, trusted relationships with clients, both in person and online.
Analyse clients’ financial circumstances, needs and goals, and create tailored lifetime financial plans.
Deliver proactive ongoing advice and exceptional service to a select portfolio of client families.
Ensure all advice and client work meets compliance, legal, statutory and regulatory requirements.
Maintain high professional standards and commit to ongoing professional development.
Make effective use of technology, including cashflow planning tools, AI and CRM systems, to enhance the client experience and improve efficiency.
Contribute ideas that help us continue to improve the way we serve clients.

Skills And Experience

We are looking for someone with:

At least three years’ experience as a Paraplanner, Financial Planner or Financial Adviser.
Diploma in Financial Planning, such as DipPFS Level 4 or equivalent.
Experience across key areas of financial planning, including cashflow forecasting, tax-efficient investment planning, pensions, retirement planning, protection and estate planning.
Chartered status, or a genuine desire to work towards becoming Chartered or Certified. Support and funding will be provided.
A strong client-service mindset and a caring, relationship-led approach.
Excellent listening, communication and interpersonal skills.
Emotional intelligence, warmth and the ability to build trust with clients.
Strong analytical skills and excellent attention to detail.
A proactive, motivated approach, with the ability to work independently and collaboratively.
Confidence using technology and an interest in helping us improve systems and processes.

About MFP Wealth Management

MFP Wealth Management is an award-winning, boutique, independent financial planning firm based in Christchurch, Dorset.

We provide holistic financial planning and life coaching to a select number of high-net-worth clients. Our clients are successful people who want a trusted partner to help them achieve their life goals, particularly as they approach and enjoy retirement.

Every client receives a Life Plan, a Financial Plan and an Investment Plan. By embracing technology, efficient processes and best practice, we ensure our focus remains where it matters most: on the client.

We were the first advisory firm in the UK to achieve the British Standard in Financial Planning, BS8577, and have been finalists and winners of multiple financial industry awards.

Working Pattern

All client meetings are held in our Christchurch office, and the successful candidate will work closely with our Managing Director and wider team. For this reason, the role will be primarily office based.

We are, however, happy to offer flexible working hours and will consider both full-time and part-time applicants.

Salary And Benefits

Basic salary up to £75,000, depending on experience.
Pension.
Private medical insurance.
Continued professional development.
Support and funding to become Chartered, if you are not already.
25 days’ holiday plus bank holidays.
Flexible working hours.
Full-time or part-time considered.

How To Apply

Email your CV and covering letter in the first instance to kathy@mfpwealthmanagement.co.uk.

No agencies, please.

If you are shortlisted, you will contact you by telephone in the first instance by our recruitment partner to discuss the role and your requirements in more detail.

Download a copy of the job specification here.

Need to know more before getting in touch?

Take a look around our website, starting with the About Us page.

Meet the team

Servicing Financial Adviser / Planner Vacancy

At our offices in Mudeford, Christchurch, BH23 4BA

We are currently recruiting for a Servicing Financial Adviser / Financial Planner

Location: Christchurch, Dorset

Salary: Up to £75,000, depending on experience

Hours: Full-time or part-time considered, with flexible working hours

Contract: Employed role

The Role

We are looking for a Financial Planner, also known as a Servicing Financial Adviser, to join our team at MFP Wealth Management in Christchurch, Dorset.

This is an employed role providing holistic, independent lifestyle financial planning to an established portfolio of high-net-worth client families.

Over time, you will take responsibility for delivering a high-touch financial planning service to approximately 50 client families. There is no sales target and no expectation to generate new business. Our firm continues to grow through reputation, recommendation and long-standing client relationships.

This role is about quality, not quantity. We are looking for someone who genuinely values client relationships, thoughtful planning and exceptional service.

As you settle into the role, you will work closely with our Managing Director, a Chartered Financial Planner, author and financial planning podcast host, learning our approach to lifestyle financial planning and client care.

We Would Be Delighted To Hear From Either:

A technically strong Paraplanner who is ready to transition into an advisory role; or
An experienced, service-focused Financial Adviser who wants to work in a relationship-led, client-focused environment.

Provide holistic financial planning advice across investments, pensions, retirement planning, protection, tax planning and estate planning.
Build and maintain strong, trusted relationships with clients, both in person and online.
Analyse clients’ financial circumstances, needs and goals, and create tailored lifetime financial plans.
Deliver proactive ongoing advice and exceptional service to a select portfolio of client families.
Ensure all advice and client work meets compliance, legal, statutory and regulatory requirements.
Maintain high professional standards and commit to ongoing professional development.
Make effective use of technology, including cashflow planning tools, AI and CRM systems, to enhance the client experience and improve efficiency.
Contribute ideas that help us continue to improve the way we serve clients.

We Are Looking For Someone With:

At least three years’ experience as a Paraplanner, Financial Planner or Financial Adviser.
Diploma in Financial Planning, such as DipPFS Level 4 or equivalent.
Experience across key areas of financial planning, including cashflow forecasting, tax-efficient investment planning, pensions, retirement planning, protection and estate planning.
Chartered status, or a genuine desire to work towards becoming Chartered or Certified. Support and funding will be provided.
A strong client-service mindset and a caring, relationship-led approach.
Excellent listening, communication and interpersonal skills.
Emotional intelligence, warmth and the ability to build trust with clients.
Strong analytical skills and excellent attention to detail.
A proactive, motivated approach, with the ability to work independently and collaboratively.
Confidence using technology and an interest in helping us improve systems and processes.

Salary And Benefits

Basic salary up to £75,000, depending on experience.
Pension.
Private medical insurance.
Continued professional development.
Support and funding to become Chartered, if you are not already.
25 days’ holiday plus bank holidays.
Flexible working hours.
Full-time or part-time considered.

About employer

More about this job

Responsibilities

Provide holistic, independent lifestyle financial planning advice to a portfolio of high-net-worth client families. Build and maintain trusted relationships while ensuring all work meets regulatory and compliance standards.

Requirements

Requires at least three years of experience as a Paraplanner or Financial Adviser and a Diploma in Financial Planning (DipPFS Level 4). Candidates must possess strong technical knowledge in financial planning areas and excellent interpersonal skills.

Skills

Financial planning
Investment planning
Pensions
Retirement planning
Protection
Estate planning
Cashflow forecasting
Tax planning
Communication skills
Emotional intelligence
Analytical skills
Attention to detail
Technology proficiency
Compliance
Financial advisory

Benefits

Pension
Private medical insurance
Continued professional development
Support and funding for chartered status
25 days holiday plus bank holidays
Flexible working hours

Visa sponsorship

Not detected in the job text

Hiring contact email

kathy@mfpwealthmanagement.co.uk

Keywords

Financial Planner
Financial Adviser
Wealth Management
DipPFS
Chartered Financial Planner
Holistic planning
High-net-worth
Cashflow planning
CRM systems
AI
Investment planning
Pensions
Retirement planning
Estate planning
Tax planning
Compliance
BS8577
Financial Conduct Authority
Relationship management
Client service

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