Financial Planner

Job  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…