Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our team in Oxford. The successful candidate will be responsible for providing expert financial advice to a diverse clientele, tailoring strategies to meet their unique needs. This role requires strong analytical skills, attention to detail, and a passion for helping clients navigate their financial futures.

Responsibilities

• Lead client meetings to discuss financial strategies.
• Research investment opportunities and financial products.
• Measure performance of financial plans against market standards.
• Foster trust and rapport with clients to ensure satisfaction.
• Continuously assess clients' needs and adapt strategies accordingly.
• Offer insights into market trends and economic forecasts.
• Work collaboratively with tax advisors and legal professionals.
• Enhance the firm's visibility through networking and community events.

Requirements

Education

• Bachelor's degree in Accounting, Economics, or related field
• Master's degree in Finance or equivalent is highly desirable

Experience

• 5+ years of comprehensive experience in financial advisory roles

Technical Skills

• Risk Management
• Tax Planning

Soft Skills

• Analytical Skills
• Interpersonal Skills

Certifications

• Fellow of the Personal Finance Society (FPFS)
• Certificate in Financial Planning

Languages

• English: Fluent

Advantageous

• Knowledge of pensions and retirement funds: Understanding of various pension schemes and retirement options available in the UK.
• Experience in estate planning: Insight into managing client estates and succession planning.

Benefits

• Comprehensive health and wellness plans
• Flexible working hours and remote options
• Financial support for professional qualifications
• Additional paid leave for volunteering

Company Culture

• Innovation: We embrace innovative strategies and solutions to enhance client outcomes.
• Professional Growth: We are committed to fostering continuous learning and career advancement.
• Inclusivity: We embrace diversity and create an inclusive environment for all employees.