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 a matched pension contribution, up to 38 days' annual leave, and flexible working arrangements.
Financial Planner — Flexible Hours & Growth Path in Oxford employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer that prioritises employee well-being and professional growth. With a supportive work culture in Oxfordshire, employees enjoy flexible hours, a generous leave policy, and a commitment to ongoing development, making it an ideal place for Financial Planners looking to thrive in their careers while maintaining a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner — Flexible Hours & Growth Path in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research RGH-Global Limited and understand their values and services. We want you to show them how your skills align with their client-first approach. Practise common interview questions and have your own questions ready to impress.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work or case studies that highlight your financial planning skills. We want you to demonstrate how you can add value to their team and help clients achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to support you every step of the way, so make sure you take advantage of all the resources we offer to help you land that dream job.
We think you need these skills to ace Financial Planner — Flexible Hours & Growth Path in Oxford
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 engaging and personal – 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 StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application 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 Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. RGH-Global Limited is looking for someone who can provide solid financial advice, so be prepared to discuss your experience and how it relates to their client-first approach.
✨Showcase Your Qualifications
Since a Level 4 Diploma in Financial Planning is essential, be ready to talk about your qualifications and any relevant certifications. Highlight how your education has equipped you to handle the responsibilities of the role effectively.
✨Demonstrate Client-Centric Thinking
RGH-Global Limited values a supportive environment, so think of examples where you've put clients first in your previous roles. Share stories that illustrate your ability to build relationships and tailor financial solutions to meet individual needs.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, growth opportunities, and how they support their financial planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
