Full job description

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.
Responsibilities
*Provide clear, jargon-free financial advice to clients
*Support clients with pensions, investments, protection, and retirement planning
*Manage and develop your own client bank and pipeline
*Build strong, long-term client relationships
*Work closely with internal teams to deliver a seamless client experience
*Convert qualified leads into new business opportunities
*Maintain high standards of compliance and regulatory requirements
*Support ongoing client servicing and reviews
Requirements
*Level 4 Diploma in Regulated Financial Planning (essential)
*1–2 years’ experience in a Financial Adviser or Planning role
*Strong communication and interpersonal skills
*Confident in building relationships and developing new business
*Client-focused with a professional and ethical approach
*Full UK driving licence required
Benefits
*Salary £50,000 – £60,000
*33 days holiday plus additional service-based leave
*5% employer pension contribution
*Life cover (6x salary)
*Paid study leave and exam support
*Mentoring and structured development
*Hybrid working (office, home, and client meetings once established)
Additional Information
This role offers the chance to join a people-focused business where advisers are supported to grow professionally while delivering high-quality, personalised financial planning. If you feel this could be for you please contact Josie today!