Hybrid Financial Planner — Client-First, Growth & Training

Cameo Consultancy (Recruitment) Limited; Chipping Norton; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Two days in office

35-hour work week

32 days holiday

5% employer pension contribution

Private medical insurance

Income protection

Annual training budget £2,000

Volunteer day

Employee-owned business

Job summary

Cameo Consultancy (Recruitment) Limited is recruiting for a Financial Planner in the Chipping Norton area. The role offers hybrid working with two days in the office and a 35-hour week, with a salary range of £40,000-£70,000 depending on experience.

You will build meaningful client relationships, provide personalised financial planning across pensions, investments, protection and retirement, and benefit from a steady flow of leads while developing within an employee-owned business.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationships

Financial planning experience

Communication skills

Growth mindset

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Cameo Consultancy (Recruitment) Limited is recruiting for a Financial Planner in the Chipping Norton area. The role offers hybrid working with two days in the office and a 35-hour week, with a salary range of £40,000-£70,000 depending on experience.

You will build meaningful client relationships, provide personalised financial planning across pensions, investments, protection and retirement, and benefit from a steady flow of leads while developing within an employee-owned business.