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Vision-FS Recruitment
Oxford
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Oxford| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth Man
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Oxford
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading FTSE 250 UK business, highl
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Oxford
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentThe Burford Recruitment Company Ltd
Witney
Hybrid role, 1 day per week in the office * Competitive bonus scheme * Opportunity to have input into to future of the business * Small, collaborative team An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team. As a Financial Adviser, you will play a
Job Source: The Burford Recruitment Company LtdErnest Gordon Recruitment Limited
Oxford
Financial Advisor Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an administrator with experience in finance and working with Financial Adviso
Job Source: Ernest Gordon Recruitment LimitedErnest Gordon Recruitment
Oxford
Financial Advisor Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an administrator with experience in finance and working with Financial Adviso
Job Source: Ernest Gordon RecruitmentThe Burford Recruitment Company Ltd
Banbury
Hybrid – 3 days at home ✅ Annual Bonus ✅ Study support for Diploma Level 4 ✅ Quarterly Team Social Events An independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong
Job Source: The Burford Recruitment Company LtdThe Recruitment Group
Oxford
We are delighted to be working with a leading manufacturing business in Oxford, to recruit an experienced and motivated HR Advisor to join the central HR team. You will be working in an operations capacity to advise on employee relations issues, ensure company compliance and guide managers on policy-related issues. Responsibilities include: - Work
Job Source: The Recruitment GroupWitney
An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team.
As a Financial Adviser, you will play a pivotal role in providing comprehensive financial planning services to your established portfolio of clients. You will be responsible for assessing clients' financial situations, understanding their needs, and developing personalised financial plans to help them achieve their financial objectives. Your main objective will be to provide expert advice, guidance, and recommendations to our clients, ensuring they make informed decisions regarding their finances.
Responsibilities:
Conduct in-depth financial reviews for clients, analysing their financial status, goals, risk tolerance, and current financial performance.
Develop customised financial plans based on clients' individual needs and goals
Stay up-to-date with market trends, investment products, and financial regulations to provide the most relevant and accurate advice to clients.
Monitor clients' financial plans regularly and make necessary adjustments to ensure they remain aligned with clients' changing life circumstances and financial goals.
Develop and maintain strong, long-term client relationships built on trust, integrity, and professionalism.
Proactively identify opportunities to expand client relationships and grow the firm's client base through referrals and networking.
Skills/Experience
A proven track record as a Financial Adviser, ideally within an independent financial planning firm.
Hold a Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification.
Strong analytical skills with the ability to assess clients' financial situations and develop suitable financial plans.
Exceptional communication skills, with the ability to explain complex financial concepts in simple terms.
Proven ability to build and maintain strong, trust-based relationships with clients.
High level of integrity, professionalism, and ethical conduct.
Benefits
Hybrid role, 1 day per week in the office
Competitive bonus scheme
Opportunity to have input into to future of the business
Small, collaborative team
Independent Financial Advisor jobs in Witney
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