Hybrid Financial Planner — Grow with Clients & Career

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

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.