At a Glance
- Tasks: Manage client relationships and provide tailored financial planning advice.
- Company: Join Oberon Investments, a supportive and innovative financial firm.
- Benefits: Competitive salary, performance bonuses, pension, healthcare, and support for Chartered status.
- Other info: Flexible hybrid work environment with excellent growth opportunities.
- Why this job: Make a real impact in clients' lives while advancing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years of experience required.
The predicted salary is between 60000 - 80000 £ per year.
Office Location: London / possibly Basildon
Office/WFH Split: London / Hybrid
Salary: 60k-80k can go slightly higher for the right candidate + benefits package, including performance-based bonuses, pension and healthcare. Support towards attaining Chartered Financial Planner status.
Job Specification:
Essential - Level 4 Diploma in Financial Planning (CII or equivalent) is essential.
Position: Financial Planner
Location: London
Salary: 50k-70k can go slightly higher for the right candidate + benefits package, including performance-based bonuses, pension and healthcare. Support towards attaining Chartered Financial Planner status.
Reports to: Both Directors
Job Type: Full-time / Permanent
Overview: We are seeking a motivated, innovative, and highly professional Financial Planner to join our growing team. The successful candidate will have at least 5 years of experience within a Financial Planning firm, hold a Level 4 qualification in Financial Planning (or equivalent), and ideally be working towards Chartered status. This role requires a well-rounded professional who is prepared to assist in all aspects of the business, including paraplanning, administration, and client relationship management, with opportunities to develop further within a supportive environment.
Key Responsibilities:
- Client Relationship Management: Manage and develop an existing client portfolio while generating new business opportunities through referrals and networking.
- Financial Planning Advice: Provide holistic, independent financial planning advice across pensions, investments, tax planning, and protection products, ensuring solutions are tailored to individual client needs.
- Compliance and Regulatory Adherence: Ensure all activities meet the highest compliance standards and that financial advice is delivered in line with FCA regulations and company policy.
- Paraplanning and Administration Support: Assist with all aspects of paraplanning and administration, from report writing to client onboarding, as needed.
- Team Collaboration: Work closely with other IFAs, paraplanners, and administrators to ensure client needs are met efficiently and effectively.
- Study for Chartered Status: (If applicable) Commitment to continuing professional development by studying towards achieving Chartered Financial Planner status.
- Innovation and Initiative: Proactively contribute to the firm’s growth by identifying new business opportunities and improving internal processes.
Requirements:
- Qualifications: Level 4 Diploma in Financial Planning (CII or equivalent) is essential. Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.
- Experience: Minimum of 5 years of experience within an IFA firm.
- Skills and Competencies: Strong communication and interpersonal skills, with the ability to build and maintain lasting client relationships. Excellent organisational and time management skills. Proficiency in using financial planning software and tools. Analytical and problem-solving skills, with attention to detail. Motivated, innovative, and able to work independently or as part of a team.
Desirable Attributes:
- University degree or equivalent in a relevant field (e.g., Finance, Economics, Business).
- Demonstrable progress towards Chartered status or desire to achieve it.
- Experience in providing advice across a broad range of financial products.
- Knowledge of current financial markets and industry regulations.
What We Offer:
- Competitive salary with performance-based bonuses.
- Opportunities for career progression and development.
- Support towards attaining Chartered Financial Planner status.
- A collaborative and supportive working environment.
- Comprehensive benefits package, including pension and healthcare.
This role is ideal for someone who is hands-on, organized, and looking for a flexible work environment in a professional setting. We look forward to hearing from you!
Financial Planner employer: Deerfoot Recruitment Solutions
Deerfoot Recruitment Solutions Ltd is an exceptional employer, offering a dynamic work environment in the heart of Central London, where you can thrive as an IT Support Analyst. With a strong focus on employee development, you'll benefit from structured training and certifications while working closely with an IT Director who values your growth. The comprehensive benefits package, including private medical insurance and generous leave policies, combined with the opportunity to make a significant impact in a new internal IT support function, makes this a truly rewarding place to advance your career.
Contact Details:
Deerfoot Recruitment Solutions Recruitment Team
