Job reference
J7093/2_1794117725
Company Name
Salary
£40000 - £70000 per annum + 32 + Medical + £2K Training Budget
Location
Chipping Norton
Industry sector
Financial Services
Job type
Permanent | Full Time
Job start date
ASAP
Posted date
08/11/2026
Closing date
29/11/2026
Financial Planner
Location: Chipping Norton, Oxfordshire | Hybrid working (2 days in the office)
Salary: £40,000-£70,000 depending on experience
Hours: 35 hours per week
Build meaningful client relationships and a rewarding career in financial planning
Are you a Level 4 qualified Financial Planner looking for a business where clients come first and you can genuinely develop your career?
We're recruiting for an established, employee-owned financial planning business with a collaborative team and a strong focus on long-term client relationships. Whether you're relatively early in your financial planning career or already an experienced adviser, this could be a fantastic next step.
You'll benefit from a regular supply of client leads, rather than having to build your client base entirely from scratch. Initially, you'll also look after a smaller existing client portfolio while a colleague is on maternity leave, giving you the opportunity to get to know the business, its clients and its approach.
What you'll be doing
* Building trusted, lasting relationships with clients and understanding their financial goals
* Providing personalised financial planning advice across pensions, investments, protection and retirement
* Reviewing clients' circumstances and financial plans, making suitable recommendations
* Managing and developing client relationships, with leads provided by the business
* Contributing to networking and referral opportunities as you establish yourself
* Working closely with colleagues and keeping your professional knowledge up to date
What we're looking for
* Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
* Experience in financial planning or advice; applications are welcome from both developing and established planners
* A sound understanding of pensions, investments and financial protection
* Excellent communication skills and a genuine enjoyment of working with people
* A thoughtful, professional and client-focused approach, with an appetite to learn and grow
What's on offer
* £40,000-£50,000 for someone earlier in their career, or £60,000-£70,000 for an experienced planner
* Hybrid working, with two days per week in the office, and a 35-hour working week
* 32 days' holiday, plus bank holidays and Christmas week
* 5% employer pension contribution, with salary sacrifice available
* Aviva private medical insurance, death-in-service cover and income protection (subject to scheme terms)
* £2,000 annual individual training budget, including up to £250 for personal training
* One volunteering day per year
* The opportunity to develop within an established, employee-owned business
Interested?
If you're a qualified Financial Planner who values genuine client relationships and would like to find out more, we'd love to hear from you.