Financial Planner

Job Description

Financial Planner

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

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

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Hours: 35 hours per week

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Build meaningful client relationships and a rewarding career in financial planning

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

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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.

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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.

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What you'll be doing

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• Building trusted, lasting relationships with clients and understanding their financial goals
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• Providing personalised financial planning advice across pensions, investments, protection and retirement
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• Reviewing clients' circumstances and financial plans, making suitable recommendations
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• Managing and developing client relationships, with leads provided by the business
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• Contributing to networking and referral opportunities as you establish yourself
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• Working closely with colleagues and keeping your professional knowledge up to date
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What we're looking for

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• Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
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• Experience in financial planning or advice; applications are welcome from both developing and established planners
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• A sound understanding of pensions, investments and financial protection
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• Excellent communication skills and a genuine enjoyment of working with people
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• A thoughtful, professional and client-focused approach, with an appetite to learn and grow
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What's on offer

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• £40,000-£50,000 for someone earlier in their career, or £60,000-£70,000 for an experienced planner
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• Hybrid working, with two days per week in the office, and a 35-hour working week
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• 32 days' holiday, plus bank holidays and Christmas week
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• 5% employer pension contribution, with salary sacrifice available
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• Aviva private medical insurance, death-in-service cover and income protection (subject to scheme terms)
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• £2,000 annual individual training budget, including up to £250 for personal training
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• One volunteering day per year
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• The opportunity to develop within an established, employee-owned business
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Interested?

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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.