Financial Planner
Location: Oxfordshire
Salary: £50,000–£60,000 per annum
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.
The 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
About You
* 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
* 5% matched pension contribution
* 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.
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