Independent Financial Advisor

Oxford, UK
20 May 2019
27 May 2019
Contract Type
Full Time
Job Title: Financial Planner

Industry: Financial Services

Location: Oxford, Oxfordshire

Salary: £75,000 - £100,000

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Oxford to join a leading Wealth Management firm.

This company are leading the way in the UK with their dual financial planning and investment proposition, and due to continued business grow they require an additional Financial Planner to join the established regional Oxford office.

The Oxford office has invested heavily in client and lead generation and as a result has an opportunity for an experienced Financial Planner to join the team and build a client portfolio of HNW clients.

With an established investment management team in place within the office you will have access to the award winning DFM service as well as benefiting from internal cross business referrals.

What's in it for you:

  • Salaries up to £100,000k (and above) dependent on skills and experience - these salaries are competitive and above market average
  • Excellent benefits package
  • Great career progression opportunities
  • Opportunity to work in well-established and well branded firm
  • Full back office support
  • Generous influx of leads and client development tools

Skills and experience required:
  • Level 4 Financial Planning Diploma (ideally working way toward Chartered)
  • Previous Financial Advice experience, ideally in an IFA or Investment Management firm
  • Excellent rapport building skills, with a proactive approach to business development
  • Existing clients (advantageous, but not essential)

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a leading Wealth Management firm based in Oxford on a Financial Planner role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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