Hybrid Financial Planner - Client‑First Growth & Training

Cameo Consultancy (Recruitment) Limited; Ascott-under-Wychwood; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship building

Communication skills

People-oriented

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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.