Financial Planner

Cameo Consultancy; Chipping Norton; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid work

Private medical insurance

Pension contributions

Training budget

Volunteer day

Employee-owned company

Job summary

Cameo Consultancy seeks a Level 4 qualified Financial Planner in Chipping Norton, Oxfordshire. You will work in a supportive, employee-owned firm with a steady client flow and a portfolio during maternity leave handover, focusing on long-term client relationships and comprehensive financial planning.

You’ll handle pensions, investments, protection and retirement advice, with leads supplied and a 35-hour week. Hybrid work includes two days in the office, with a competitive salary package.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
• Experience in financial planning or advice; applications welcomed from developing or established planners.
• Good understanding of pensions, investments and financial protection.
• Excellent communication skills and a client-focused approach.

Responsibilities

• Build trusted, lasting relationships with clients and understand their goals.
• Provide personalised financial planning 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.
• Work closely with colleagues and keep professional knowledge up to date.

Skills

Client relationships

Financial planning

Education

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Job description

We have only the best roles at Cameo Consultancy

• Reference: J7093/1_1792676723
• Job Type: Permanent
• Location: Chipping Norton, Oxfordshire

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

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

Interested?

If you're a qualified Financial Planner who values genuine client relationships and would like to find out more, we'd love to hear from you.