Financial Planner
Financial Planner – Oberon Investments
Job Title Financial Planner
Office Location London / possibly Basildon
Office/WFH Split London / Hybrid
Salary £60k-£80k can go slightly higher for the right candidate + benefits package, including performance-based bonuses, pension and healthcare
Support towards attaining Chartered Financial Planner status.
Full Job Description
Job Specification: Financial Planner
Essential - Level 4 Diploma in Financial Planning (CII or equivalent) is essential.
Position: Financial Planner
Location: London
Salary: £50k-£70k can go slightly higher for the right candidate + benefits package, including performance-based bonuses, pension and healthcare
Support towards attaining Chartered Financial Planner status.
Reports to: Both Directors
Job Type: Full-time / Permanent
Overview
We are seeking a motivated, innovative, and highly professional Financial Planner to join our growing team. The successful candidate will have at least 5 years of experience within an Financial Planning firm, hold a Level 4 qualification in Financial Planning (or equivalent), and ideally be working towards Chartered status.
This role requires a well-rounded professional who is prepared to assist in all aspects of the business, including paraplanning, administration, and client relationship management, with opportunities to develop further within a supportive environment.
Key Responsibilities
• Client Relationship Management: Manage and develop an existing client portfolio while generating new business opportunities through referrals and networking.
• Financial Planning Advice: Provide holistic, independent financial planning advice across pensions, investments, tax planning, and protection products, ensuring solutions are tailored to individual client needs.
• Compliance and Regulatory Adherence: Ensure all activities meet the highest compliance standards and that financial advice is delivered in line with FCA regulations and company policy.
• Paraplanning and Administration Support: Assist with all aspects of paraplanning and administration, from report writing to client onboarding, as needed.
• Team Collaboration: Work closely with other IFAs, paraplanners, and administrators to ensure client needs are met efficiently and effectively.
• Study for Chartered Status: (If applicable) Commitment to continuing professional development by studying towards achieving Chartered Financial Planner status.
• Innovation and Initiative: Proactively contribute to the firm’s growth by identifying new business opportunities and improving internal processes.
Requirements
• Qualifications:
o Level 4 Diploma in Financial Planning (CII or equivalent) is essential.
o Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.
• Experience:
o Minimum of 5 years of experience within an IFA firm.
• Skills and Competencies:
o Strong communication and interpersonal skills, with the ability to build and maintain lasting client relationships.
o Excellent organisational and time management skills.
o Proficiency in using financial planning software and tools.
o Analytical and problem-solving skills, with attention to detail.
o Motivated, innovative, and able to work independently or as part of a team.
Desirable Attributes
• University degree or equivalent in a relevant field (e.g., Finance, Economics, Business).
• Demonstrable progress towards Chartered status or desire to achieve it.
• Experience in providing advice across a broad range of financial products.
• Knowledge of current financial markets and industry regulations.
What We Offer
• Competitive salary with performance-based bonuses.
• Opportunities for career progression and development.
• Support towards attaining Chartered Financial Planner status.
• A collaborative and supportive working environment.
• Comprehensive benefits package, including pension and healthcare.
This role is ideal for someone who is hands-on, organized, and looking for a flexible work environment in a professional setting. We look forward to hearing from you!
Why Apply through Deerfoot?
• We provide an impartial and consultative service that centres on equipping you with comprehensive and trustworthy insights regarding opportunities, devoid of any manipulative or coercive techniques.
• Client-side stakeholders place their confidence in our market knowledge and unbiased approach, leading to the attainment of impressive CV submission to interview/offer ratios. Candidates represented by Deerfoot stand out distinctly rather than getting lost in the crowd.
• Our efforts are dedicated to securing the optimal outcome on your behalf. Upon reaching the offer stage, we skilfully engage in diplomatic negotiations to ensure the most favourable salary or day rate is achieved.
• For over two decades, we have undergone annual audits by BSI (the global leader in business process standards), consistently achieving the BSI 9001 Quality Standard without fail.
• As a REC Corporate Member, which is the recognised trade body for our industry, we firmly adhere to and uphold their code of Professional Practice
• With every candidate's CV that we present to a recruiting client, we contribute £1 to the Born Free Foundation.
• Since 2020, we have operated as a climate action workforce through Ecologi, effectively offsetting the entire carbon footprint of all our employees.
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