Wealth Manager

Reed Insurance
08 Apr 2017
08 May 2017
Contract Type
Full Time
My client, a national chartered accountancy practice, has a Financial Planner vacancy in Oxford. They are looking for an accomplished Financial Planner who is ideally on their way to chartered status, to manage and build relationships with existing clients and develop their own client bank from professional connections and corporate leads provided.

The average client bank is made up mostly of affluent private clients and on average, a client of the firm has between £300k and £500k in assets. Your local office will be in Oxford, though there will also be other offices within a that you may need to attend.

For this Financial Planner vacancy, you must have extensive experience advising HNW clients, and will ideally have written an average of £150k+ per annum over the last few years. Experience of working with introducers such as accountants and solicitors would be advantageous.

Paraplanning and admin support will be provided centrally. They use Intelliflo as a back office system, and mostly Co-funds' and James Hay's platforms.

Salary will be around £55k - £70k per annum, but higher for an exceptional candidate with a proven track record.

If you would like more information please contact Rebecca Stride on rebecca.stride@reedglobal.com or 0117 930 4820.

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