Financial Planner
Financial PlannerLocation: Oxfordshire Salary: £50,000-£60,000 per annumAn 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 RoleYou 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 clientsAdvising on clients'' goals, needs and priorities across pensions, investments and protectionWorking collaboratively within a team to deliver joined-up client serviceBuilding and converting pipeline opportunities introduced by the Business Development TeamSupporting existing clients while contributing to responsible business growthContinuing your professional development with th
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!