At a Glance
- Tasks: Advise clients on financial planning needs and build trusted relationships.
- Company: Award-winning financial planning firm with a strong reputation.
- Benefits: Competitive salary, matched pension, flexible working, and paid study leave.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: CII Level 4 Diploma and 1-2 years of advisory experience required.
The predicted salary is between 50000 - 60000 € per year.
An established and award-winning financial planning firm is looking for a Financial Planner to join their growing team, covering clients across Wiltshire and Oxfordshire. This is a fantastic opportunity for a qualified adviser with some advisory experience who is ready to develop their career in a collaborative, client-first environment. The business has a strong reputation for both client outcomes and workplace culture, and offers a supportive structure where new business is generated for you — giving you the time and space to focus on meaningful client relationships and high-quality advice.
The Role
- You will work as part of a close-knit team, advising clients on their financial planning needs across pensions, investments, and protection.
- A dedicated Business Development function books qualified prospect meetings directly into your diary, so you can focus on building trusted client relationships and delivering the right advice.
- Day-to-day responsibilities include:
- Holding clear, jargon-free financial planning conversations with clients
- Advising on clients' goals, needs and priorities across pensions, investments and protection
- Working collaboratively within a team to deliver joined-up client service
- Building and converting pipeline opportunities introduced by the Business Development Team
- Supporting existing clients while contributing to responsible business growth
- Continuing your professional development with the support of experienced colleagues
About You
- CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
- CAS status
- Around 1–2 years' experience in an advisory role
- Commercially driven and comfortable with both client servicing and new business development
- Communicates clearly and confidently, keeping conversations personal and jargon-free
- Full UK driving licence with willingness to travel to offices and client homes
- Ambitious, coachable and open to feedback
- Takes pride in doing things properly and delivering excellent client outcomes
What's on Offer
- Salary of £50,000–£60,000 per annum
- 5% matched pension contribution
- 33 days' holiday, increasing by up to 5 additional days based on length of service
- Six times salary life cover
- Flexible/dynamic working, with home working available once settled
- Paid study leave, exam mentors and study materials for relevant professional qualifications
Location
Based across Oxfordshire, with regular in-person collaboration, coaching and client meetings. Flexible working is available.
Financial Planner in Oxford employer: RGH-Global Limited
Join an award-winning financial planning firm in Oxfordshire, where you will thrive in a collaborative and client-first environment. With a strong reputation for workplace culture and client outcomes, the company offers excellent benefits including a competitive salary, generous holiday allowance, and support for your professional development, ensuring you can focus on building meaningful client relationships while advancing your career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Oxford
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised!
✨Ace the Informational Interview
If you’re eyeing a specific firm, ask for an informational interview. This isn’t a job interview, but a chance to learn more about the company and share your passion for financial planning. It’s a great way to make a lasting impression and show you’re genuinely interested in their work.
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your skills. Bring along examples of your past work or case studies that highlight your ability to provide clear, jargon-free advice. This will help you stand out as a candidate who can deliver real value to clients.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site not only shows your enthusiasm but also ensures your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace Financial Planner in Oxford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planner. Highlight your advisory experience and any relevant qualifications, like your CII Level 4 Diploma. We want to see how you can bring value to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how you align with our client-first approach. Let us know why you're excited about joining our award-winning firm in Oxfordshire.
Showcase Your Communication Skills:Since clear, jargon-free communication is key in this role, make sure your application reflects that. Use straightforward language and keep it personal. We love seeing candidates who can connect with clients effortlessly!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this in your previous roles, as well as any relevant case studies that showcase your expertise.
✨Practice Clear Communication
Since the role requires holding clear, jargon-free conversations with clients, practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable with this style of communication.
✨Show Your Team Spirit
This position is all about collaboration, so be prepared to talk about your experience working in teams. Share examples of how you've contributed to team success and how you can support your colleagues while building client relationships.
✨Be Ready for Questions on Growth
The firm values responsible business growth, so think about how you can contribute to this. Prepare to discuss your approach to new business development and how you plan to build and convert pipeline opportunities effectively.
