Financial Planner (Heritage Investments)

Bournemouth, Christchurch, Wimbourne

Heritage Investments

Job Description

This is a unique opportunity to join a rapidly growing Chartered firm of Financial Planners and Independent Financial Advisers, which was established in 2010 and is based in Dorset.

We are passionate about our values of professionalism, partnership, transparency, and quality ensuring all our clients get the very best financial advice, service and support by building long-term trusted partnerships, protecting their assets and delivering results to stand the test of time.

Our services include Investment advice, Inheritance tax planning, Pension advice, and Long-term care planning.

Potential candidates must have the Cii Diploma in Regulated Financial Planning and be working towards the Chartered examinations or be willing to start the process of studying for Chartered status.

Our Financial Planners are supported by a Compliance Manager, along with an experienced team of Paraplanners and Administrators.


Dependent on experience and client base.

We will be providing the successful candidate with an established client base to manage. However, if you are able to transfer your own clients into the firm or have an established network to generate new business this would be reflected in the salary.


Permanent Employed


37.5 weekly Monday to Friday, some flexibility to work between the offices and home.


· 25 days holiday plus 8 Bank holidays

· Private medical Insurance after 6 months service

· Pension contribution 3% of gross salary

· Examination costs


We have offices in Bournemouth, Christchurch & Wimborne.

How to apply

If you are interested in being considered for this vacancy please send your CV to: or if you would like further information please telephone 01202 332333 and we can arrange an informal chat for you with one of our team.

Visit our website at and watch the video in the section About Us which tells you more about Heritage Investments.