Financial Planner
We are working with a forward-thinking financial planning business that provides clear, client-focused advice. They are now seeking an experienced Financial Planner to join their growing team across Wiltshire and Oxfordshire.This is an excellent opportunity for a qualified adviser with some experience who is looking to develop their career within a supportive, collaborative environment.ResponsibilitiesProvide clear, jargon-free financial advice to clientsSupport clients with pensions, investments, protection, and retirement planningManage and develop your own client bank and pipelineBuild strong, long-term client relationshipsWork closely with internal teams to deliver a seamless client experienceConvert qualified leads into new business opportunitiesMaintain high standards of compliance and regulatory requirementsSupport ongoing client servicing and reviewsRequirementsLevel 4 Diploma in Regulated Financial Planning (essential)1-2 years'' experience in a Financial Adviser or Planning roleStrong communication and interpersonal skillsConfident in building relationships and developing new businessClient-focused with a professional and ethical approachFull UK driving licence requiredBenefitsSalary £50,000 - £60,00033 days holiday plus additional service-based leave5% employer pension contributionLife cover (6x salary)Paid study leave and exam supportMentoring and structured developmentHybrid working (office, home, and client meetings once established)Additional InformationThis ..... full job details .....
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