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Full timeFinance

Financial Planner

Cameo ConsultancyChipping Norton, Oxfordshire🇬🇧United Kingdom

Why this role stands out

Elevate your career at this prestigious, employee-owned firm where you will enjoy a competitive salary of up to £70,000 and the flexibility of a hybrid work model. This role is perfect for a dedicated Level 4 qualified professional who thrives on building meaningful client relationships and values a collaborative, supportive team environment. Apply today to secure your place in a thriving business that prioritizes your long-term professional growth and work-life balance.

Quick overview

Salary£40k - £70k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationChipping Norton, Oxfordshire, United Kingdom

Job description

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.

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