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Financial Planner

Due to our continuing success, we are seeking to recruit an experienced Financial Planner to join our team.

About Critchleys Financial Planning LLP

Critchleys Financial Planning LLP is a Chartered Financial Planning firm.
We are one of Oxford’s leading independently owned, professional financial planning practices.

The role

Key aspects of the role include:-

  • Providing quality financial planning advice to high-net worth individuals introduced by the firm and other professional connections.

  • To promote Critchleys as the premier provider of quality financial solutions within the parameters of our network’s commitments and rules.

The person

The successful candidate will be expected to demonstrate good technical ability, have experience of advising at a high level and be well grounded in areas such as retirement planning, tax planning, investments and inheritance tax planning. In addition, have experience of presenting "cash flow modelling" as part of the advice process.

You must hold the CII Diploma in Financial Planning, or equivalent Level 4 Financial Planning qualification and be progressing towards achieving Chartered status. The role requires someone with excellent communication and interpersonal skills; have at least two years’ industry experience and ability to work as part of a team in the delivery of the client service. You should also have good IT skills particularly Word, Excel and Outlook to an intermediate level.

The benefits

We offer an excellent benefits package including competitive salary, 24 days’ holiday, time off in lieu scheme, contributory pension scheme, discretionary bonus scheme, professional qualifications, career progression and a friendly working environment based in our offices in Oxford, 2 minutes from Oxford train station.

The next step

If you are interested in applying, please send your CV and covering letter to Kirsty Henderson, Critchleys, Beaver House, 23 – 38 Hythe Bridge Street, Oxford OX1 2EP, email: KHenderson@critchleys.co.uk

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