Financial Planner

Financial Planner

Location: Oxfordshire

Salary: per annum

An established and award-winning financial planning firm is looking for a Financial Planner to join their growing team covering clients across Wiltshire and Oxfordshire. This is a fantastic opportunity for a qualified adviser with some advisory experience who is ready to develop their career in a collaborative client-first environment.

The business has a strong reputation for both client outcomes and workplace culture and offers a supportive structure where new business is generated for you giving you the time and space to focus on meaningful client relationships and high-quality advice.

The Role

You will work as part of a close-knit team advising clients on their financial planning needs across pensions investments and protection. A dedicated Business Development function books qualified prospect meetings directly into your diary so you can focus on building trusted client relationships and delivering the right advice.

Day-to-day responsibilities include:

• Holding clear jargon-free financial planning conversations with clients
• Advising on clients goals needs and priorities across pensions investments and protection
• Working collaboratively within a team to deliver joined-up client service
• Building and converting pipeline opportunities introduced by the Business Development Team
• Supporting existing clients while contributing to responsible business growth
• Continuing your professional development with the support of experienced colleagues

About You

• CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
• CAS status
• Around 12 years experience in an advisory role
• Commercially driven and comfortable with both client servicing and new business development
• Communicates clearly and confidently keeping conversations personal and jargon-free
• Full UK driving licence with willingness to travel to offices and client homes
• Ambitious coachable and open to feedback
• Takes pride in doing things properly and delivering excellent client outcomes

Whats on Offer

• Salary of per annum
• 5% matched pension contribution
• 33 days holiday increasing by up to 5 additional days based on length of service
• Six times salary life cover
• Flexible/dynamic working with home working available once settled
• Paid study leave exam mentors and study materials for relevant professional qualifications

Location

Based across Oxfordshire with regular in-person collaboration coaching and client meetings. Flexible working is available.