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accountants & business advisers

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Financial Planner - London office

Are you looking to work for an outstanding IFA practice, providing advice to clients that can really make a difference to their lives?

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 the expansion of our London office we are currently recruiting for an experienced full time Financial Planner to be based within our London office. The Financial Planning Division provides a range of financial planning advice, services and access to products for companies and individuals including pensions, mortgages and life assurance.
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 someone who is qualified to at least Level 4 (Diploma PFS) and either a CFP professional or Chartered with a minimum 5 years’ experience in an IFA in a similar role. Full training and support will be given to further develop your skills and abilities for a long-term career within our 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
  • Presenting Cashflow modelling to clients
  • Developing business leads

What we can offer you

  • Exposure to a wide range of clients across many industry sectors
  • 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
  • Competitive salary and flexible benefits package
  • 30 days holiday including bank holidays increasing with service, plus the opportunity to buy/sell holiday to fit your lifestyle
  • Online Employee Retail Discount Scheme
  • Contribution based pension scheme & life assurance
  • A comprehensive induction to help you get up to speed

About You

We would like to hear from you if you are a quick learner and can tick all of the below:

  • Level 4 (Diploma PFS)
  • 5 years’ experience in an IFA in a similar role
  • Either a CFP professional or Chartered or working towards
  • Able to work independently
  • Proven communication skills, verbal and written
  • Fully fluent in English, verbal and written
  • 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 staf
  • 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
  • Able to work within procedures on job aspects which will deal with facts, standards and quality
  • Ability and willingness to travel to Oxford on a regular basis

Please do not apply if you cannot tick all of the above criteria.

How to Apply

If you’re interested in this opportunity please send your CV and a covering letter detailing why you think you are suitable for the role to

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