OVI
Financial Planner - Full-time
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Financial Planner - Full-time
📍 Location: England, United Kingdom
🕐 Employment type: Full-time
About the Role
We are searching on behalf of our client for this role. This position is not with OVI.
Join our client as a Financial Planner and play a pivotal role in helping clients achieve their financial goals. You'll work closely with a small, dynamic team to ensure the client proposition is delivered on time and in compliance with industry standards.
Key Responsibilities
- Take full responsibility for client files, recommendations, and suitability reports under Consumer Duty.
- Provide FCA-regulated financial planning advice with a focus on compliance and suitability assessments.
- Maintain comprehensive client files and records of discussions.
- Prepare recommendations and oversee the creation of suitability reports with support staff.
- Deliver the client service proposition in line with company mission and Consumer Duty outcomes.
- Conduct research on market and legislative developments to identify financial planning opportunities.
- Mentor and develop colleagues in financial planning practices.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Your Profile
- 5–10 years of experience in financial planning.
- Proven track record in FCA-regulated advice and compliance.
- Strong client ownership skills.
- Experience in mentoring and developing team members is a plus.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's Offered
- Opportunity to work in a leading consulting company.
- Collaborative and supportive team environment.
- Professional growth and development opportunities.
Ideal Candidate
The ideal candidate is a proactive and experienced financial planner who thrives in a collaborative environment. You are dedicated to delivering exceptional client service and have a strong track record in compliance and suitability assessments. Your ability to mentor and develop colleagues will be highly valued in our team.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location