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Financial Advisor

oxfordshire, england, United Kingdom

Financial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits

I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas..

The role will come with a core book of clients and a significant lead flow with an emphasis on new business generation.

Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?

The role will give you autonomy to manage your diary and network new clients into the business.

In return, you will be joining a business who are one of the leading Wealth Management companies in the country (Source FTAdvisor)

The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans.

Responsibilities

Provide financial planning support to clients

Be able to build strong client relationships

Prepare financial plans and check their accuracy

Qualifications

Minimum Level 4 Qualified Regulated Financial Planning

3+ years' of industry experience

Excellent interpersonal skills

Apply

Create Email Alert

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Financial Advisor jobs in oxfordshire, england, United Kingdom

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