Financial planner Work, Jobs in Benson, Oxf (with Salaries)

Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
5d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
5d
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
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
12d
IFA Administrator
Recruit Wealth —High Wycombe
- £32,500 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
4d
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
4d

Discover related jobs

Based on your search for financial planner jobs.

Administration Assistant
Endeavor Engineering Ltd —Didcot
Loading and processing customer purchase orders accurately. This is an excellent opportunity for someone who enjoys working in a busy office environment and…
£14.00 - £16.50 an hour
Quick apply
4d
Administrative Assistant
Gynaecological Medical Practice —Guildford
Developing existing website and updating. Paid parking when in the office for occasional meetings. Pay is £25.00 per hour. To start as soon as possible.
£25 an hour
Quick apply
13d

I want to receive the latest job alerts for financial planner in benson, oxf

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner

RGH‑Global Limited
Abingdon

Apply Now

Job details

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

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.

Apply Now

Refine Your Search

financial planner jobs in benson, oxf

Financial Planner

Client Services Senior Executive

Financial Planning Administrator - 12-month FTC

Paraplanner

Paraplanner (Stokenchurch)

IFA Administrator

Client Administrator

Discover related jobs

I want to receive the latest job alerts for financial planner in benson, oxf

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected