Financial Planner

Financial Planner

Location: Chipping Norton, Oxfordshire | Hybrid working (2 days in the office)

Salary: £40,000-£70,000 depending on experience

Hours: 35 hours per week

Build meaningful client relationships and a rewarding career in financial planning

Are you a Level 4 qualified Financial Planner looking for a business where clients come first and you can genuinely develop your career?

We're recruiting for an established, employee-owned financial planning business with a collaborative team and a strong focus on long-term client relationships.

Whether you're relatively early in your financial planning career or already an experienced adviser, this could be a fantastic next step.

You'll benefit from a regular supply of client leads, rather than having to build your client base entirely from scratch.

Initially, you'll also look after a smaller existing client portfolio while a colleague is on maternity leave, giving you the opportunity to get to know the business, its clients and its approach.

What you'll be doing

• Building trusted, lasting relationships with clients and understanding their financial goals


• Providing personalised financial planning advice across pensions, investments, protection and retirement


• Reviewing clients' circumstances and financial plans, making suitable recommendations


• Managing and developing client relationships, with leads provided by the business


• Contributing to networking and referral opportunities as you establish yourself


• Working closely with colleagues and keeping your professional knowledge up to date

What we're looking for

• Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential


• Experience in financial planning or advice; applications are welcome from both developing and established planners


• A sound understanding of pensions, investments and financial protection


• Excellent communication skills and a genuine enjoyment of working with people


• A thoughtful, professional and client-focused approach, with an appetite to learn and grow

What's on offer

• £40,000-£50,000 for someone earlier in their career, or £60,000-£70,000 for an experienced planner


• Hybrid working, with two days per week in the office, and a 35-hour working week


• 32 days' holiday, plus bank holidays and Christmas week


• 5% employer pension contribution, with salary sacrifice available


• Aviva private medical insurance, death-in-service cover and income protection (subject to scheme terms)


• £2,000 annual individual training budget, including up to £250 for personal training


• One volunteering day per year


• The opportunity to develop within an established, employee-owned business

Interested?

If you're a qualified Financial Planner who values genuine client relationships and would like to find out more, we'd love to hear from you.