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
Financial Planner in London employer: Cameo Consultancy (Recruitment) Limited
Join a dynamic global organisation as a Financial Accountant in Banbury, where you'll enjoy a supportive work culture that values ownership and continuous improvement. With competitive benefits including a salary of circa £45,500, annual bonuses, and a profit share scheme, this role offers significant opportunities for professional growth and international exposure within the finance sector. Embrace the chance to make a meaningful impact while working in an evolving environment that encourages innovation and collaboration.
Contact Details:
Cameo Consultancy (Recruitment) Limited Recruitment Team
