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, generous holiday, flexible working, and professional development support.
- Other info: Dynamic environment with opportunities for career growth and ongoing training.
- Why this job: Join a collaborative 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
- 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 Abingdon employer: RGH - Global Ltd
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. Enjoy the unique advantage of a dedicated Business Development team that generates new business for you, allowing you to focus on building meaningful client relationships and delivering high-quality advice.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Abingdon
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! Be ready to explain your experience and how it aligns with the role. Keep it clear and jargon-free, just like you would with clients. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and land that Financial Planner position. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planner in Abingdon
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 qualifications, especially your CII Level 4 Diploma. We want to see how your skills align with our client-first approach!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our supportive team culture. Keep it personal and jargon-free, just like we do with our clients.
Showcase Your Experience:When detailing your experience, focus on specific examples where you've successfully advised clients on pensions, investments, or protection. We love seeing how you've built trusted relationships and delivered excellent outcomes!
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. Plus, it shows you're keen to join our team!
How to prepare for a job interview at RGH - Global Ltd
✨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 knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Practice Jargon-Free Communication
Since the role emphasises clear, jargon-free conversations, practice explaining complex financial concepts in simple terms. This will help you connect better with clients and demonstrate your ability to communicate effectively during the interview.
✨Show Your Team Spirit
This firm values collaboration, so be prepared to share examples of how you've worked well in a team. Highlight any experiences where you contributed to a group goal or supported colleagues, as this will resonate with their client-first culture.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle specific client situations or challenges. Think through potential scenarios related to financial planning and prepare your responses, showcasing your problem-solving skills and client-focused approach.
