At a Glance
- Tasks: Provide expert financial advice on pensions, investments, and protection to clients.
- Company: Join an award-winning firm in Oxfordshire with a client-first approach.
- Benefits: Enjoy a competitive salary, matched pension, up to 38 days' leave, and flexible hours.
- Other info: Supportive environment with excellent growth opportunities.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and advisory experience required.
The predicted salary is between 50000 - 60000 £ per year.
RGH-Global Limited is seeking a Financial Planner to join their award-winning firm in Oxfordshire. You will provide financial advice to clients on pensions, investments, and protection in a supportive, client-first environment.
Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in advisory roles.
In addition to a competitive salary of £50,000–£60,000 per annum, the role offers benefits such as:
- Matched pension contribution
- Up to 38 days' annual leave
- Flexible working arrangements
Financial Planner — Flexible Hours & Growth Path employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer that prioritises employee well-being and professional development in the heart of Oxfordshire. With a strong commitment to a client-first culture, employees enjoy flexible working hours, generous annual leave, and a supportive environment that fosters growth and advancement in their financial careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner — Flexible Hours & Growth Path
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial advice. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in financial planning. This could include case studies, client testimonials, or any relevant certifications you’ve earned.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planner — Flexible Hours & Growth Path
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant advisory experience. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our client-first environment. Keep it personal and engaging – we love a good story!
Showcase Your Client-Focused Approach:In your application, emphasise your commitment to providing excellent client service. Share examples of how you've successfully supported clients in the past, as this aligns perfectly with our values at RGH-Global Limited.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and protection. RGH-Global Limited is looking for someone who can provide solid advice, so be prepared to discuss recent trends and regulations in the financial planning sector.
✨Showcase Your Experience
Highlight your Level 4 Diploma in Financial Planning and any relevant advisory roles you've held. Be ready to share specific examples of how you've helped clients achieve their financial goals, as this will demonstrate your capability and client-first approach.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and growth opportunities within RGH-Global Limited. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and the firm.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. RGH-Global Limited values a supportive environment, so showing your authentic self can help you connect with the interviewers and demonstrate that you’d be a great addition to their team.
