📢 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