Financial Planner
other jobs losa ltd
Added before 5 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionReviews booked. Reports prepared. You run the meeting.
The firm is looking for a Financial Planner to take on an established client bank from day one, at its office in Long Hanborough, Oxfordshire. Antony George is handling the search in confidence.
About the firm
The firm is independent and founder-led. The founder established the firm in 1998 and still leads it. It gives whole-of-market advice to families and business owners across Oxfordshire, and has financial planning, business planning, mortgages and accountancy under one roof. The firm has grown organically and through acquisition.
The role
You’ll take on a bank of long-standing clients: circa 120 clients and over £30m of assets, matched to your strengths. You’ll see them at the office or in their homes.
*Business support books your reviews, and clients update their details online before you meet.
*The team prepares the review report and the Voyant cash flow. Complex cases go to paraplanning.
*You run the meeting, and Advisory AI takes the notes. Follow-up takes about 45 minutes.
*After that you build. Introductions come from some of Oxford’s largest solicitors and accountancy firms, and from client events at the office.
About you
*Level 4 Diploma, with two to five years advising clients. Ideally you came up through administration and paraplanning.
*Ideally Chartered, or making progress towards it.
*Confident winning new business as well as looking after existing clients.
*A realistic commute to Long Hanborough.
*You don’t need a following.
Working life
*The firm’s own model portfolios, run on a discretionary basis.
*Intelligent Office, client portal, Voyant and FE Analytics.
*Office-based by the station, with up to one day a week at home after probation.
*Chartered colleagues across the advice and technical teams, and a firm that expects you to keep progressing.
*Client events, charity days and the office golf simulator.
The package
*Competitive base salary, set by experience, plus a bonus on new fee income.
*Pension through salary sacrifice.
*Death in service at four times salary.
*Income protection and an electric vehicle scheme.
*25 days’ holiday plus bank holidays, rising with service.
The firm is looking for a Financial Planner to take on an established client bank from day one, at its office in Long Hanborough, Oxfordshire. Antony George is handling the search in confidence.
About the firm
The firm is independent and founder-led. The founder established the firm in 1998 and still leads it. It gives whole-of-market advice to families and business owners across Oxfordshire, and has financial planning, business planning, mortgages and accountancy under one roof. The firm has grown organically and through acquisition.
The role
You’ll take on a bank of long-standing clients: circa 120 clients and over £30m of assets, matched to your strengths. You’ll see them at the office or in their homes.
*Business support books your reviews, and clients update their details online before you meet.
*The team prepares the review report and the Voyant cash flow. Complex cases go to paraplanning.
*You run the meeting, and Advisory AI takes the notes. Follow-up takes about 45 minutes.
*After that you build. Introductions come from some of Oxford’s largest solicitors and accountancy firms, and from client events at the office.
About you
*Level 4 Diploma, with two to five years advising clients. Ideally you came up through administration and paraplanning.
*Ideally Chartered, or making progress towards it.
*Confident winning new business as well as looking after existing clients.
*A realistic commute to Long Hanborough.
*You don’t need a following.
Working life
*The firm’s own model portfolios, run on a discretionary basis.
*Intelligent Office, client portal, Voyant and FE Analytics.
*Office-based by the station, with up to one day a week at home after probation.
*Chartered colleagues across the advice and technical teams, and a firm that expects you to keep progressing.
*Client events, charity days and the office golf simulator.
The package
*Competitive base salary, set by experience, plus a bonus on new fee income.
*Pension through salary sacrifice.
*Death in service at four times salary.
*Income protection and an electric vehicle scheme.
*25 days’ holiday plus bank holidays, rising with service.
Job number 4311307
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