Financial Planner

Company Description MFP Wealth Management is an award-winning, fiercely independent financial advisory firm based in Christchurch, providing holistic financial life planning services in the UK. The team focuses on inspiring, motivating, and guiding clients to achieve their chosen lifestyles, rather than promoting specific products. By combining comprehensive life planning with a disciplined investment philosophy, the firm manages, nurtures, and protects client wealth to help them reach long-term goals. MFP Wealth Management was the first firm in the UK to achieve British Standard 8577, reflecting its commitment to high professional and operational standards. The culture is client-centric, ethical, and driven by long-term relationships and measurable outcomes. Role Description The Financial Planner role is a full-time, on-site position based in Christchurch. The Financial Planner will meet with clients to understand their life goals, analyze their financial situation, and develop tailored financial plans covering areas such as retirement, investments, tax considerations, and protection needs. Daily responsibilities include preparing and reviewing cash flow models, conducting portfolio and product research, documenting recommendations, and presenting strategies in clear, accessible language. The role involves regular plan reviews, monitoring progress against client objectives, and making adjustments based on changes in circumstances or markets. The Financial Planner will collaborate with colleagues to uphold the firm's holistic planning approach and ensure advice aligns with regulatory requirements and the firm's investment philosophy. Qualifications

• Strong skills in Financial Planning and Personal Financial Planning, with the ability to translate client goals into actionable, long-term strategies.
• Professional credentials such as Certified Financial Planner or equivalent, and a solid foundation in Finance or a related discipline.
• Experience in Retirement Planning, including designing income strategies, pension planning, and long-term cash flow analysis.
• Excellent analytical, numerical, and problem-solving skills, with attention to detail in documentation and compliance.
• Clear and empathetic communication skills, with the ability to build trust and explain complex concepts in straightforward terms.
• High ethical standards, commitment to client-centric advice, and familiarity with UK financial regulations and best practices.
• Ability to work collaboratively in an on-site team environment in Christchurch and to manage multiple client relationships and priorities.
• Relevant degree or professional qualification in financial services, economics, business, or a similar field is highly beneficial.