Financial Services Jobs

Financial Planner - National, Chartered firm - Oxford

Posted 21 days ago
Salary
£65,000/ANNUAL
Location(s)
South West, South East, West Midlands
Type
Permanent

A national firm of Chartered Financial Planners and Employee Benefits Consultants, are currently seeking a Financial Planner to join their Oxford office.

Taking over a portfolio of 70-80 private clients, you will also work closely with the firms' employee benefits and retirement services division to develop further internal business opportunities. Candidates will ideally be en route to Chartered status, or at least keen to embark on their further qualifications. Pension Transfer qualification would be preferred, though not essential.

With the backing, and subsequent stability, of a larger group, whilst retaining a close knit, small company feel, the business is highly innovative, technology-driven and forward thinking.

This is an attractive role, with a focus on managing and providing excellent service to an existing client base, and new clients referred internally, and a very flexible approach to agile working.

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