Financial Planner

RGH-Global | People Services; United States; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

33 days' holiday

Six times salary life cover

Paid study leave

Job summary

RGH-Global | People Services is seeking a Financial Planner to join their award-winning team in the UK. This role focuses on advising clients on their financial planning needs with an emphasis on pensions, investments, and protection, supported by a dedicated Business Development team.

The ideal candidate holds a CII Level 4 Diploma and has 1-2 years of advisory experience. The role offers a salary between £50,000 and £60,000 along with flexible working options and substantial holiday benefits.

Qualifications

• Must have CII Level 4 Diploma in Regulated Financial Planning.
• Around 1–2 years' experience in an advisory role is required.
• Full UK driving licence and willingness to travel are necessary.

Responsibilities

• Advise clients on financial planning needs across pensions, investments, and protection.
• Hold clear, jargon-free conversations with clients.
• Support existing clients while contributing to business growth.

Skills

Client servicing

New business development

Clear communication

Team collaboration

Education

CII Level 4 Diploma in Regulated Financial Planning

CAS status

Job description

Overview

An established and award-winning financial planning firm is looking for a Financial Planner to join their growing team, covering clients across Wiltshire and Oxfordshire. This is a fantastic opportunity for a qualified adviser with some advisory experience who is ready to develop their career in a collaborative, client-first environment.

The business has a strong reputation for both client outcomes and workplace culture, and offers a supportive structure where new business is generated for you — giving you the time and space to focus on meaningful client relationships and high-quality advice.

Role

You will work as part of a close-knit team, advising clients on their financial planning needs across pensions, investments, and protection. A dedicated Business Development function books qualified prospect meetings directly into your diary, so you can focus on building trusted client relationships and delivering the right advice.

Day-to-day responsibilities include:

• Holding clear, jargon-free financial planning conversations with clients
• Advising on clients' goals, needs and priorities across pensions, investments and protection
• Working collaboratively within a team to deliver joined-up client service
• Building and converting pipeline opportunities introduced by the Business Development Team
• Supporting existing clients while contributing to responsible business growth
• Continuing your professional development with the support of experienced colleagues

Qualifications

• CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
• CAS status
• Around 1–2 years' experience in an advisory role
• Commercially driven and comfortable with both client servicing and new business development
• Communicates clearly and confidently, keeping conversations personal and jargon-free
• Full UK driving licence with willingness to travel to offices and client homes
• Ambitious, coachable and open to feedback
• Takes pride in doing things properly and delivering excellent client outcomes

What’s on offer

• Salary of £50,000–£60,000 per annum
• 33 days' holiday, increasing by up to 5 additional days based on length of service
• Six times salary life cover
• Flexible/dynamic working, with home working available once settled
• Paid study leave, exam mentors and study materials for relevant professional qualifications

Location

Based across Oxfordshire, with regular in-person collaboration, coaching and client meetings. Flexible working is available.