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Wealth Management Financial Advisor Financial Consultant

Senior Chartered Wealth Planner - Private Client Advisory

Job in Abingdon, Oxfordshire, OX14, England, UK
Listing for: kingswood-group.com
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
An integrated wealth management group in Abingdon is looking for an experienced Chartered Wealth Planner. You will manage relationships with up to 70 clients and provide comprehensive financial planning solutions. The ideal candidate has at least 5 years of relevant experience and strong numeracy skills.

This role offers a clear bonus structure and a commitment to employee well-being through various benefits, making it a unique workplace culture that values inclusivity and career development.
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Position Requirements
10+ Years work experience
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