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    • Presenting tailored financial planning strategies and advice.
    • You’ll be working with warm client referrals—either from the recent acquisition or our…
    • A proactive, detail-oriented mindset and a genuine passion for financial planning.
    • Location:* Hybrid / Oxfordshire-based office (with flexible working).
    • Our clients have an influx of leads to provide you, which each adviser comfortably doing between 10-15 cases per month.
    • Financial Guarantee for 3 – 6 months.
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    • Strong technical knowledge of financial products and services.
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    • Understanding of the financial services and products we provide.
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    • View all Foresters Financial jobs - Kingston upon Thames jobs - Financial Advisor jobs in Kingston upon Thames
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    • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
    • Working closely with the advisers.
    • Recent experience working within the industry as an adviser, administrator or paraplanner.
    • Job Types: Full-time, Permanent.
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Job Post Details

Independent Financial Adviser

Capio Recruitment
Oxford OX1 3DY
Hybrid work

Job details

Pay

  • £60,000 - £85,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Oxford OX1 3DY•Hybrid work

Benefits
Pulled from the full job description

  • Additional leave
  • Company pension
  • Financial planning services
  • Life insurance
  • Work from home

Full job description

Job Title: Financial Planner
Location: Oxfordshire / Hybrid
Salary: £60,000 - £85,000 + Bonus (Validation at 2.5x) + Benefits
Job Type: Full-time, Permanent

Join a high regarded, Independent Firm with Warm Clients, Strong Lead Flow, and a Clear Vision for Growth

Our client is a fully independent, near Chartered financial planning firm with a growing team and a commitment to delivering clear, thoughtful, and lifelong financial advice. Based just north of Oxford, they have a strong internal culture and a clear growth strategy - recently integrating with a regional accountancy firm, resulting in a significant influx of clients ready for advice.

We are now looking to appoint a driven and client-focused Financial Planner to help convert this warm pipeline and nurture long-term client relationships. Whether you're an experienced Adviser looking for more opportunity, or someone who thrives in a professional, technical advice environment, this could be your next step.

The Opportunity

This is an employed position with strong support from our in-house paraplanning and admin team. You’ll be working with warm client referrals—either from the recent acquisition or our professional introducer network—and helping clients make confident, informed decisions about their financial future.

The business validates at just 2.5x, giving you the ability to earn well without aggressive sales pressure.

What You’ll Be Doing

  • Meeting new clients from warm introductions and referrals
  • Conducting holistic fact-finding and lifestyle planning
  • Presenting tailored financial planning strategies and advice
  • Working closely with our in-house Paraplanners for technical support
  • Maintaining accurate records and ensuring high compliance standards
  • Building long-term relationships with clients and connections

What We’re Looking For

  • Level 4 Diploma in Financial Planning (essential)
  • CAS status
  • Experience in a client-facing advice role
  • Strong technical knowledge of pensions, investments, tax and protection
  • A genuine relationship-builder who wants to deliver long-term value
  • Organised, collaborative and committed to doing the right thing for clients

What You’ll Receive

  • Employed salary + uncapped bonus on validation scheme
  • 25 days holiday + option to buy 3 extra days
  • Hybrid working – typically 1–2 days from home
  • Company pension
  • Income protection & life cover
  • Warm leads and introducer relationships already in place
  • Beautiful, modern office in Oxford
  • Supportive, professional team culture with access to Chartered Advisers

Apply Now
If you’re ready to take on a Financial Planning role with warm clients and high-quality support, click “Apply Now” or get in touch to discuss the opportunity in confidence.

INDJCWEA

Job Type: Full-time

Pay: £60,000.00-£85,000.00 per year

Additional pay:

  • Performance bonus

Benefits:

  • Additional leave
  • Company pension
  • Financial planning services
  • Life insurance
  • Work from home

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Oxford OX1 3DY

Reference ID: PR/009579

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