financial planner Work, Jobs in oxford (with Salaries)

Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
14d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
2d

Discover related jobs

Based on your search for financial planner jobs.

Africa Based - Finance Manager
Editec —London
At least 3 to 5 years' staff management experience, ideally leading a Finance team within a fast paced and complex business environment.
Management Accountant
Mitsubishi Heavy Industries Air Conditioning Europe —Uxbridge
The candidate will be involved in the preparation of monthly/quarterly reporting, forecasts of sales, monitoring of margins, forecasting, reconciliations and…

I want to receive the latest job alerts for financial planner in oxford

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

Explore jobs in more locations

financial planner jobs near oxford

Financial Planning Administrator jobs in London

Financial Planner jobs in Anywhere

Financial Planner jobs in Bedworth

Financial Planner jobs in Swindon Sn25

Financial Controller jobs in Essex

Financial Planner jobs in Shoreham By Sea Bn43

Paraplanner jobs in Coventry

Paraplanner jobs in Wirral

Paraplanner Trainee jobs in Birmingham

Senior Paraplanner jobs in Manchester M3

Senior Paraplanner jobs in Dorking

Senior Paraplanner jobs in Manchester M2

Financial Planner

RGH‑Global Limited
Abingdon

Apply Now

Job details

Permanent | Full-time
£50,000 - £60,000 a year
14 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.

Apply Now

Refine Your Search

financial planner jobs in oxford

Financial Planner

Paraplanner (Stokenchurch)

Discover related jobs

I want to receive the latest job alerts for financial planner in oxford

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected