Independent Financial Planner

ZipRecruiter; Oxford; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

An established industry player seeks a driven Financial Planner to join their supportive team in Oxford. This role offers a unique opportunity to work with warm client referrals and a strong internal culture. You will be responsible for conducting holistic planning and presenting tailored financial strategies while maintaining compliance. With a focus on long-term client relationships, this position allows you to thrive in a professional environment without aggressive sales pressure. Enjoy a competitive salary, uncapped bonuses, and a hybrid working model that promotes work-life balance.

Benefits

25 days holiday + option to buy 3 extra days

Company pension

Income protection & life cover

Beautiful, modern office in Oxford

Supportive, professional team culture

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Experience in a client-facing advice role is required.

Responsibilities

• Meeting new clients from warm introductions and referrals.
• Conducting holistic fact-finding and lifestyle planning.

Skills

Client Relationship Management

Holistic Financial Planning

Technical Knowledge of Pensions

Investment Strategies

Tax and Protection Knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Job Title: Financial PlannerLocation: Oxfordshire / HybridSalary: £60,000 - £85,000 + Bonus (Validation at 2.5x) + Benefits

Join a high regarded, Independent Firm with Warm Clients, Strong Lead Flow, and a Clear Vision for Growth

Our client is a fully independent, near Chartered financial planning firm with a growing team and a commitment to delivering clear, thoughtful, and lifelong financial advice. Based just north of Oxford, they have a strong internal culture and a clear growth strategy - recently integrating with a regional accountancy firm, resulting in a significant influx of clients ready for advice.

We are now looking to appoint a driven and client-focused Financial Planner to help convert this warm pipeline and nurture long-term client relationships. Whether you're an experienced Adviser looking for more opportunity, or someone who thrives in a professional, technical advice environment, this could be your next step.

The Opportunity

This is an employed position with strong support from our in-house paraplanning and admin team. You’ll be working with warm client referrals—either from the recent acquisition or our professional introducer network—and helping clients make confident, informed decisions about their financial future.

The business validates at just 2.5x, giving you the ability to earn well without aggressive sales pressure.

What You’ll Be Doing

• Meeting new clients from warm introductions and referrals
• Conducting holistic fact-finding and lifestyle planning
• Presenting tailored financial planning strategies and advice
• Working closely with our in-house Paraplanners for technical support
• Maintaining accurate records and ensuring high compliance standards
• Building long-term relationships with clients and connections

What We’re Looking For

• Level 4 Diploma in Financial Planning (essential)
• CAS status
• Experience in a client-facing advice role
• Strong technical knowledge of pensions, investments, tax and protection
• A genuine relationship-builder who wants to deliver long-term value
• Organised, collaborative and committed to doing the right thing for clients

What You’ll Receive

• Employed salary + uncapped bonus on validation scheme
• 25 days holiday + option to buy 3 extra days
• Hybrid working - typically 1-2 days from home
• Company pension
• Income protection & life cover
• Warm leads and introducer relationships already in place
• Beautiful, modern office in Oxford
• Supportive, professional team culture with access to Chartered Advisers

Apply Now

If you’re ready to take on a Financial Planning role with warm clients and high-quality support, click "Apply Now" or get in touch to discuss the opportunity in confidence.