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, generous holiday, and flexible working.
- Other info: Opportunities for professional development and career growth.
- 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 employer: RGH-Global | People Services
Join an award-winning financial planning firm in Oxfordshire, where a collaborative and client-first culture thrives. With a strong emphasis on employee growth, you will benefit from a supportive structure that generates new business for you, allowing you to focus on building meaningful client relationships. Enjoy competitive salary packages, flexible working arrangements, and ample opportunities for professional development in a dynamic environment.
Contact Details:
RGH-Global | People Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the firm or during an interview, make sure you can clearly explain your experience and how it aligns with their client-first approach. Keep it personal and jargon-free, just like they do!
✨Tip Number 3
Show off your skills! If you have any relevant projects or case studies, bring them along to discussions. This will help demonstrate your advisory experience and how you can contribute to their collaborative team environment.
✨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 are proactive and take the initiative to engage with us directly.
We think you need these skills to ace Financial Planner
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 your skills align with our client-first approach!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about 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 Client Relationship Skills:In your application, emphasise your ability to build trusted relationships with clients. Share examples of how you've successfully advised clients on their financial needs, as this is key to thriving in our collaborative environment.
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 | People Services
✨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 previous roles, as it shows you're not just book-smart but also practical.
✨Practice Clear Communication
Since the role requires holding clear, jargon-free conversations with clients, practice explaining complex financial concepts in simple terms. You could even 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 share examples of how you've worked effectively within a team. Highlight any experiences where you contributed to joint success or supported colleagues in achieving their goals.
✨Be Ready for Client Scenarios
Think about potential client scenarios you might face in this role and how you would handle them. This could include discussing a client's financial goals or addressing their concerns. Showing that you can think on your feet will impress the interviewers.
