Financial Planner

3 weeks ago


Oxford, Oxfordshire, United Kingdom Greatmans Consulting Ltd Full time

Financial Planner – Oxford - Equity

£75,000 - £130,000 | Equity | 7% Matched Pension | PHI & PMI | 25 Days Holiday + BH (Option to Buy 5 More)

Why Join?

Employee-Owned & Chartered – Work with a firm that puts its people first.

Fixed Fees & Robust Investment Proposition – No conflicts, just quality advice.

Tech-Driven & Efficient – Cutting-edge systems with a 2-week turnaround on reports.

Unrivalled Support – Dedicated back-office & paraplanning, so you can focus on clients.

Entrepreneurial Culture – Shape strategy and contribute to the firm's growth at Director level.

The Role

Grow & develop a book of HNW clients.

Strategic Input – Work alongside the MD & Directors to drive business growth.

Flexible Working – Office or home-based, you manage your diary.

Who We're Looking For

Chartered or working towards it.

Experienced in advising HNW clients with a strategic, client-first approach.

Growth-focused, with an entrepreneurial mindset.

If you're an ambitious Financial Planner looking for a long-term home in an innovative, high-performing firm, let's talk

Contact Ricardo Manouchehri for more details:

Ricardo@greatmans.co.uk

07940 501 185



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