Financial Advisor Wealth Manager

Oxfordshire - UK

Monthly Salary: Not Disclosed

Experience Required: 8-10years

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Financial Adviser / Wealth Manager Oxfordshire / London

This is fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing owner managed wealth management and private office firm located in Oxfordshire and London.

About the role:

The role will be primarily focused on providing the full spectrum of wealth management advice to the firms clients. This will include investment advice financial planning advice cash flow modelling pension and insurance advice.
Your time will be split between the office in Oxfordshire client and business development meetings in the surrounding area London and elsewhere.
You will be able to work from home up to two days a week following the completion of a probation period.
There will be the opportunity to earn into the firms equity after a defined period depending on performance. Competitive salary bonus and benefits.

What we look for:

Level 4 or 6 qualified CII professional
Proven ability to advise clients in the HNW / UHNW space (2m - 30m of investable assets)
For more senior applicants a proven ability to originate HNW clients and grow a client book
At least 2 years in a CF30 role
High quality advisory and client service skills
First class presentation written and communication skills
Graduate preferred with 2.2 degree or better
Strong work ethic and enthusiasm to be on an exciting journey
An enquiring mind and the willingness to engage in all aspects of building a high quality advisory business

Required Skills:

ACCA Qualified/ CIMA Qualified/ ACA Qualified/ CTA Qualified Leadership Team management Project management Client relationship management Business development Strategic planning Technical due diligence expertise Communication Collaboration Entrepreneurial mindset Networking Mentorship Coaching Financial analysis Commercial awareness

Required Education:

ACCA Qualified/ CIMA Qualified/ ACA Qualified/ CTA Qualified Director/Associate Director/Senior Manager experience 8-10 years Transaction Services experience Mid-tier or Big 4 exposure ACA qualification (or equivalent) Experience leading high-performing teams Experience in financial due diligence Strong technical knowledge in Transaction Services

Financial Adviser / Wealth Manager Oxfordshire / LondonThis is fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing owner managed wealth management and private office firm located in Oxfordshire and London.About the role:The role will be primarily foc...

Financial Adviser / Wealth Manager Oxfordshire / London

About the role:

The role will be primarily focused on providing the full spectrum of wealth management advice to the firms clients. This will include investment advice financial planning advice cash flow modelling pension and insurance advice.
Your time will be split between the office in Oxfordshire client and business development meetings in the surrounding area London and elsewhere.
You will be able to work from home up to two days a week following the completion of a probation period.
There will be the opportunity to earn into the firms equity after a defined period depending on performance. Competitive salary bonus and benefits.

What we look for:

Level 4 or 6 qualified CII professional
Proven ability to advise clients in the HNW / UHNW space (2m - 30m of investable assets)
For more senior applicants a proven ability to originate HNW clients and grow a client book
At least 2 years in a CF30 role
High quality advisory and client service skills
First class presentation written and communication skills
Graduate preferred with 2.2 degree or better
Strong work ethic and enthusiasm to be on an exciting journey
An enquiring mind and the willingness to engage in all aspects of building a high quality advisory business

Required Skills:

Required Education: