Senior Financial Planner

About the Role

Our client is seeking an accomplished and client-centric Senior Financial Planner to join their reputable firm in Oxford . This vital role involves providing comprehensive financial advice and bespoke planning services to individuals and families, helping them achieve their long-term financial goals. You will build trusted relationships, develop personalized financial strategies, and manage client portfolios with a focus on wealth accumulation, retirement planning, and investment management within the affluent Oxford and surrounding regions. This hybrid role balances client-facing interactions with the flexibility of remote work.

Key Responsibilities

• Develop and implement tailored financial plans covering retirement planning, investment strategies, tax efficiency, and estate planning.
• Conduct thorough reviews of clients' financial situations, risk tolerance, and objectives.
• Provide expert advice on investment products, pensions, and insurance solutions.
• Manage client relationships, ensuring ongoing satisfaction and identifying opportunities for additional services.
• Stay current with market trends, economic conditions, and regulatory changes affecting financial planning in the UK .
• Collaborate with other professionals, such as accountants and solicitors, to provide holistic client solutions.

Requirements

• Relevant professional qualifications, such as CII Diploma in Financial Planning or equivalent.
• Minimum of 5 years of experience in financial planning and wealth management.
• Proven track record of building and managing a successful client base.
• In-depth knowledge of investment principles, pension schemes, and tax planning strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Familiarity with financial planning software and investment platforms is essential.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive benefits package, including health and life insurance.
• Pension scheme with employer contributions.
• Support for continuing professional development and further qualifications.
• Hybrid working model offering flexibility in Oxford .