Financial Planner

Job Description

We are seeking a dedicated Financial Planner to join our team in Oxford. The successful candidate will provide tailored financial advice to clients, encompassing investment strategies, retirement planning, and estate management. This role requires a strong analytical mindset and exceptional interpersonal skills to build lasting client relationships.

Responsibilities

• Evaluate clients' financial situations and recommend adjustments.
• Assist clients in understanding and accessing investment opportunities.
• Provide exceptional customer service and address client inquiries promptly.
• Monitor clients’ portfolio performance and suggest changes as needed.
• Develop marketing strategies to attract new clients.
• Participate in ongoing professional development to enhance financial knowledge.

Requirements

Education

• Bachelor's degree in a related field
• Additional qualifications in financial planning are advantageous.

Experience

• Minimum 4 years of experience in a financial advisory role

Technical Skills

• Portfolio Management
• Financial Software Proficiency

Soft Skills

• Critical Thinking
• Negotiation Skills

Certifications

• Certified Financial Planner (CFP)
• Chartered Wealth Manager (CWM)

Languages

• English: Fluent

Advantageous

• Experience in ethical investing: Knowledge and application of ESG (Environmental, Social, Governance) investing principles.
• Strong network of industry contacts: Connections within the financial services industry that can benefit clients.

Benefits

• Comprehensive health insurance coverage
• 401(k) retirement plan with employer match
• Ongoing training and certification support
• Work-life balance initiatives
• Employee assistance programs

Company Culture

• Team Collaboration: We believe in working together to achieve common goals and share knowledge and resources.
• Integrity and Ethics: Integrity is at the core of our business, and we uphold ethical standards in all client interactions.
• Work-Life Balance: We promote a healthy work-life balance to ensure employee well-being and job satisfaction.