Chartered Financial Planner

JR United Kingdom; Oxford; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading independent financial advisory firm in Oxford is seeking an experienced Chartered Financial Planner to join their team. In this role, you will provide tailored advice to high-net-worth clients, manage a diverse portfolio including pensions and investments, and work closely with internal teams to ensure compliance and client satisfaction. This position offers a competitive salary, flexible working arrangements, and strong career progression opportunities.

Benefits

Flexible working structure

Social opportunities throughout the year

Exam funding and support

Career progression opportunities

Qualifications

• Chartered as a minimum required.
• 5+ years of financial advice experience.
• Knowledge in retirement planning, investments, and pensions.

Responsibilities

• Providing tailored financial advice to high-net-worth clients.
• Liaising with paraplanning & administration teams.
• Adhering to FCA requirements and compliance policies.

Skills

Financial Advice

Client Relationship Management

Investment Knowledge

Retirement Planning

Pensions Knowledge

Education

Chartered Financial Planner

Job description

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Chartered Financial Planner, oxford district

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Client:

Location:

oxford district, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.

If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!

What you'll be doing:

• Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings and in person meetings
• Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
• Liaising with the Paraplanning & Administration teams to provide positive client outcomes
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Chartered as a minimum
• 5 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
• The ability to form positive relationships with clients

What's in it for you?

• A basic salary of up to £75,000 dependent on experience and qualifications
• Flexible working structure with working from home and flexitime offered
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!