Employed Financial Advisor job in Oxfordshire - clients provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1402
  • Salary/OTESalary of circa £55,000 plus bonuses
  • Vacancy LocationOxfordshire
  • RemunerationEmployed
  • RegionMidlands
Job description

This employed, Financial Advisor job in Oxfordshire provides the opportunity to takeover a £20m FuM client bank and grow it to £60m FuM

The business has HNW clients ready to allocate to you, creating an excellent foundation for you to build upon. Your goal should be to provide excellent, holistic financial planning to clients.

To enable you to grow the portfolio from £20m to £60m FuM, you should look to identify new business and referrals. Plus, you will receive leads from their referrals, accountancy partnerships and acquired client banks.

During initial handover period, it is likely you will conduct face-to-face meetings with clients to build a strong rapport, thereafter you can provide advice via video if appropriate

You will receive full support from their Paraplanners and Administrators.

Financial Advisor Requirements

  • You must hold full Level 4 Diploma in Financial Planning or equivalent, with preference towards individuals near or at Chartered status
  • You should have experience of working with HNW clients

The Company

This growing independent wealth management firm has a team of industry experienced professionals who share a passion for delivering best advice and service to clients. The business has a collaborative approach and is keen for all team members to benefit from their collective success.

Financial Advisor Benefits

  • Salary of circa £55,000 plus bonuses
  • Plus, equity participation upon passing probation, enabling you to benefit in the company success
  • Mileage reimbursement paid
  • Home based role with travel to meet clients face-to-face

Locations

  • Birmingham
  • Cambridge / Northampton
  • Oxfordshire

Call us now on 0208 0044 154 or click Apply

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