At a Glance
- Tasks: Provide clear financial advice and manage client relationships.
- Company: Forward-thinking financial planning business with a supportive culture.
- Benefits: Competitive salary, generous holiday, pension contributions, and mentoring.
- Other info: Enjoy hybrid working and ongoing professional development opportunities.
- Why this job: Join a people-focused team and grow your career in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 1-2 years' experience.
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.
Financial Planner in Oxford 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 employee growth, the company offers excellent benefits including a competitive salary, generous holiday allowance, and opportunities for professional development through mentoring and paid study leave. Experience a fulfilling career as a Financial Planner, building lasting client relationships while enjoying the flexibility of hybrid working.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Oxford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artemis Recruitment Consultants Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Oxford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artemis Recruitment Consultants Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artemis Recruitment Consultants Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artemis Recruitment Consultants Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artemis Recruitment Consultants Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Artemis Recruitment Consultants Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
