The Opportunity
At Oakwood, we provide financial planning, insurance broking, and property services under one roof creating a steady flow of opportunities and a genuinely holistic client offering.
We’re seeking a Financial Adviser to join our Financial Planning team in a role that is not built around starting from scratch. You’ll advise a warm, active client bank and be fully supported by experienced admin and paraplanning teams, enabling you to focus on delivering high-quality advice rather than administration or constant prospecting.
We offer a flexible, supportive environment where you’re trusted to manage your clients and your time. The focus is on delivering high-quality advice and building long-term client relationships rather than rigid sales targets.
This role suits an experienced adviser who wants the freedom to work independently while being supported by a structured and collaborative team. You will be advising an established client base, with genuine scope to grow relationships and income organically over time.
You’ll also benefit from cross-referrals across the wider business and a transparent bonus structure, giving you a clear and consistent way to increase earnings over time.
What You’ll Be Doing
· Advising an existing portfolio of clients across investments, retirement planning, protection, and estate planning
· Building and strengthening long-term client relationships within an established book
· Delivering clear, tailored financial plans that improve client outcomes
· Staying up to date with market and regulatory changes
· Working closely with paraplanners and admin support to ensure a smooth client experience
· Supporting the growth of new business where appropriate, without pressure
What We’re Looking For
· Level 4 Diploma qualified (essential)
· Proven experience as a Financial Adviser or IFA
· Confident advising across a broad range of financial planning areas
· Strong relationship-building skills and a client-first approach
· Self-motivated, professional, and comfortable working independently
· Full UK driving licence
Package & Benefits
· Competitive base salary starting from £55,000 depending on experience
· Uncapped bonus with a clear and transparent structure
· 28 days holiday plus bank holidays
· Pension scheme
· Paid sick leave
· Hybrid working with flexibility between office and remote
· Long-term progression within a growing and diversified business
Apply
If you’re a Level 4 qualified adviser seeking a role focused on established clients and long-term career stability, please send your CV and covering note to:
[email protected]
Applications will be reviewed on a rolling basis so early applications are encouraged. Only shortlisted candidates will be contacted. If you have not received a response within 3 weeks, please consider your application unsuccessful.
Job Types: Full-time, Permanent
Pay: From £55,000.00 per year
Benefits:
Work Location: Hybrid remote in Peterborough PE6 8ED
