Financial Planner

Cameo Consultancy (Recruitment) Limited; Ascott-under-Wychwood; Ibrido; GBP 40.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

2 office days per week in Oxfordshire

£2,000 annual training budget

Private medical insurance

Income protection

5% employer pension contribution

32 days holiday

Descrizione del lavoro

Cameo Consultancy (Recruitment) Limited is seeking a Financial Planner for its client in Chipping Norton, Oxfordshire. Hybrid working (two days in the office) and a 35-hour week help you balance client service with professional development.

You’ll build trusted relationships and provide personalised financial planning advice across pensions, investments, protection and retirement. Salary ranges from £40,000 to £70,000 depending on experience.

Competenze

• Level 4 Diploma in Regulated Financial Planning is essential.
• Experience in financial planning or advice is required.
• Sound understanding of pensions, investments and protection.
• Excellent communication skills and a client-focused approach.

Mansioni

• Build trusted, lasting relationships with clients and understand their financial goals.
• Provide personalised financial planning advice across pensions, investments, protection and retirement.
• Review clients’ circumstances and financial plans and make suitable recommendations.
• Manage and develop client relationships with leads provided by the business.
• Contribute to networking and referral opportunities as you establish yourself.
• Keep professional knowledge up to date by working closely with colleagues.

Conoscenze

Client relationship building

Communication skills

People-oriented

Formazione

Level 4 Diploma in Regulated Financial Planning

Descrizione del lavoro

Financial Planner

Location: Chipping Norton, Oxfordshire | Hybrid working (2 days in the office)

Salary: £40,000-£70,000 depending on experience

Hours: 35 hours per week

Build meaningful client relationships and a rewarding career in financial planning

Are you a Level 4 qualified Financial Planner looking for a business where clients come first and you can genuinely develop your career?

We're recruiting for an established, employee-owned financial planning business with a collaborative team and a strong focus on long-term client relationships. Whether you're relatively early in your financial planning career or already an experienced adviser, this could be a fantastic next step.

You’ll benefit from a regular supply of client leads, rather than having to build your client base entirely from scratch. Initially, you'll also look after a smaller existing client portfolio while a colleague is on maternity leave, giving you the opportunity to get to know the business, its clients and its approach.

What you’ll be doing

• Building trusted, lasting relationships with clients and understanding their financial goals
• Providing personalised financial planning advice across pensions, investments, protection and retirement
• Reviewing clients’ circumstances and financial plans, making suitable recommendations
• Managing and developing client relationships, with leads provided by the business
• Contributing to networking and referral opportunities as you establish yourself
• Working closely with colleagues and keeping your professional knowledge up to date

What we’re looking for

• Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
• Experience in financial planning or advice; applications are welcome from both developing and established planners
• A sound understanding of pensions, investments and financial protection
• Excellent communication skills and a genuine enjoyment of working with people
• A thoughtful, professional and client-focused approach, with an appetite to learn and grow

What’s on offer

• £40,000-£50,000 for someone earlier in their career, or £60,000-£70,000 for an experienced planner
• Hybrid working, with two days per week in the office, and a 35-hour working week
• 32 days’ holiday, plus bank holidays and Christmas week
• 5% employer pension contribution, with salary sacrifice available
• Aviva private medical insurance, death-in-service cover and income protection (subject to scheme terms)
• £2,000 annual individual training budget, including up to £250 for personal training
• One volunteering day per year

The opportunity to develop within an established, employee-owned business