At a Glance
- Tasks: Provide clear, jargon-free financial advice and manage your own client bank.
- Company: Forward-thinking financial planning business focused on client success.
- Benefits: Competitive salary, generous holiday, pension contributions, and paid study leave.
- Other info: Enjoy hybrid working and structured professional development opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 1-2 years' experience required.
The predicted salary is between 50000 - 60000 £ per year.
We are working with a forward-thinking financial planning business that provides clear, client-focused advice. They are now seeking an experienced Financial Planner to join their growing team across Wiltshire and Oxfordshire. This is an excellent opportunity for a qualified adviser with some experience who is looking to develop their career within a supportive, collaborative environment.
Responsibilities
- Provide clear, jargon-free financial advice to clients
- Support clients with pensions, investments, protection, and retirement planning
- Manage and develop your own client bank and pipeline
- Build strong, long-term client relationships
- Work closely with internal teams to deliver a seamless client experience
- Convert qualified leads into new business opportunities
- Maintain high standards of compliance and regulatory requirements
- Support ongoing client servicing and reviews
Requirements
- Level 4 Diploma in Regulated Financial Planning (essential)
- 1–2 years’ experience in a Financial Adviser or Planning role
- Strong communication and interpersonal skills
- Confident in building relationships and developing new business
- Client-focused with a professional and ethical approach
- Full UK driving licence required
Benefits
- Salary £50,000 – £60,000
- 33 days holiday plus additional service-based leave
- 5% employer pension contribution
- Life cover (6x salary)
- Paid study leave and exam support
- Mentoring and structured development
- Hybrid working (office, home, and client meetings once established)
This role offers the chance to join a people-focused business where advisers are supported to grow professionally while delivering high-quality, personalised financial planning. If you feel this could be for you please contact Josie today!
Financial Planner employer: Artemis Recruitment Consultants Ltd
Join a forward-thinking financial planning business in Wiltshire and Oxfordshire, where you will thrive in a supportive and collaborative environment. With a strong focus on professional development, you will benefit from mentoring, paid study leave, and a generous holiday allowance, all while delivering clear, client-focused advice. This is an excellent opportunity to build lasting client relationships and advance your career in a people-centric culture that values ethical practices and high standards.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with other financial professionals. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Practice your pitch! Be ready to explain who you are and what you bring to the table in a clear, engaging way. This will help you stand out when meeting potential employers or clients.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with hiring managers. Share relevant content and engage with others in the financial planning community.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planner role. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant financial planning experience to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've provided client-focused advice in the past, and let your personality shine through!
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your application is clear and concise. Avoid jargon and demonstrate your ability to explain complex concepts simply – just like you would with clients!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and retirement planning. Be ready to discuss how you've provided clear, jargon-free advice in the past.
✨Showcase Your Client Relationships
Prepare examples of how you've built strong, long-term relationships with clients. Think about specific instances where your interpersonal skills made a difference in client satisfaction or retention.
✨Demonstrate Compliance Awareness
Familiarise yourself with compliance and regulatory requirements relevant to the role. Be prepared to discuss how you maintain high standards in your work and ensure that your advice is always ethical and professional.
✨Ask Insightful Questions
Come armed with questions that show your interest in the company and its culture. Ask about their approach to client servicing and how they support their advisers in developing their careers.
