Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
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 xgikmsk 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
Int
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Financial Planner in Chipping Norton employer: Cameo Consultancy (Recruitment)
Join a dynamic and innovative company as an Area Sales Manager, where you will thrive in a supportive work culture that values collaboration and personal growth. With competitive salaries, uncapped commission opportunities, and a focus on employee development, this role offers the chance to make a significant impact in the East Anglia territory while enjoying the benefits of a global market leader. Located conveniently in Chelmsford or central Essex, you'll have easy access to major transport links, enhancing your ability to connect with clients and drive sales success.
Contact Details:
Cameo Consultancy (Recruitment) Recruitment Team
