Financial Planner

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

• 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

• 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

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

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