Financial planner Work, Jobs in Theale, Eng (with Salaries)

Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
13d
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
13d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
1d
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply

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Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
Knowledge of pensions, investments, and protection products beneficial. Professional and confident manner with clients and stakeholders.
£25,000 a year
Quick apply

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financial planner jobs near theale, eng

Financial Planner

RGH‑Global Limited
Abingdon

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Job details

Permanent | Full-time
£50,000 - £60,000 a year
13 days ago

Benefits

Company pension

Qualifications

Driving Licence
Certificate in Insurance

Full job description

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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financial planner jobs in theale, eng

Financial Planner

Financial Planner - Surrey

Office Manager / Senior Paraplanner

Paraplanner (Stokenchurch)

Paraplanner

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