Financial Planner Location: Oxfordshire Salary: £50,000–£60,000 per annum 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.
