Certified Financial Planner - Oxford

Basic + Package + Flexible and hybrid working + Bonus scheme.

Are you looking to work for an outstanding IFA team within a top 100 growing accountancy firm? Do you have an interest in the later life advice area? Are you interested in a long-term, progressive career to Partner?

If so, we could have the perfect role for you.  We are Shaw Gibbs, a leading independent accountancy, financial planning and insolvency practice with offices in Oxford and London’s West End.  Due to an impending retirement, we have had a position arise in the Financial Planning Division for an experienced Financial Planner who will take on an established, substantial book of clients.

The Financial Planning Division provides the full range of financial planning advice and services for individuals and companies, with a focus on true fee-based financial planning.

The successful candidate will support the Head of Financial Planning ensuring that they provide a superior financial planning service to individuals, families and small to medium size companies. 

The Role

We are looking for candidates who are Chartered, Certified or both.  Ideally, SOLLA accredited or keen to get SOLLA accreditation.  Minimum 5 years as a qualified adviser working in an independent environment.

Full training and support will be given to further develop your skills and abilities for a long-term career within our practice, with a clear progression route to Partner of the parent Practice.

Your core responsibilities will include:

• Building productive working relationships within Shaw Gibbs and with clients
• Developing and applying your technical knowledge
• Working with high net worth clients with complex financial planning needs
• Crafting and documenting financial plans and regulatory advice with paraplanner support
• Presenting cashflow modelling to clients
• Developing business leads and referral networks

What we can offer you

• Exposure to a wide range of clients
• Competitive salary and flexible benefits package
• Flexible working
• An experienced Line Manager who will work closely with you to support you through your development and provide day to day guidance and help
• Friendly, supportive and fun team environment
• Light and airy, modern offices
• Generous holiday allowance plus the opportunity to buy/sell holiday to fit your lifestyle
• A wellbeing programme with regular events and activities focused on your physical and mental wellbeing
• Online Employee Retail Discount Scheme
• Life assurance and a contribution based pension scheme
• A comprehensive induction to help you get up to speed

About You

• Currently working in or near Oxfordshire
• 5 years’ experience in an IFA in a similar role
• Either a CFP professional or Chartered
• Able to work independently
• Fully fluent in English with strong verbal and written communication skills
• Strong IT skills, specifically Excel and able to pick up new IT packages very quickly
• A positive, confident and proactive attitude
• Create a positive impression with clients and staff
• Exceptional attention to detail
• Ability to prioritise and meet tight timeframes with high quality output
• Enjoy working as part of a team and self-motivated

How to Apply

If you’re interested in this opportunity please send your CV to recruitment@shawgibbs.com. For more information on what it is like working at Shaw Gibbs, visit our career page: https://www.shawgibbs.com/careers

Additional Information

We believe that diversity makes Shaw Gibbs a stronger firm and look to employ people with different ideas, styles and skillsets. This diversity stimulates a rich, creative environment – one in which our people develop, and our clients enjoy enduring results. We’re committed to recruiting, promoting and rewarding our people solely based on their ability to contribute to Shaw Gibbs’ goals, without regard to their sex, race, disability, religion, national origin, ethnicity, sexual orientation, age or marital status.

* Please note you must already have the unconditional right to live and work in the EU/UK region* We welcome international applications, but we are unable to offer sponsorship for work permits, so you will need to have the full right to live and work in the UK. Unfortunately, your application will be automatically rejected if you do not have these rights