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.