Financial Advisor​/Wealth Manager

Financial Adviser / Wealth Manager, Oxfordshire / London

This is a 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.

• The role will be primarily focused on providing the full spectrum of wealth management advice to the firm's clients, including investment advice, financial planning advice, cash‑flow modelling, pension and insurance advice.
• Time will be split between the office in Oxfordshire, client and business‑development meetings in the surrounding area, London and elsewhere.
• Work from home up to two days a week following the completion of a probation period.
• There is an opportunity to earn into the firm’s equity after a defined period depending on performance. Competitive salary, bonus and benefits are available.

• 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 two years in a CF30 role.
• High‑quality advisory and client‑service skills.
• First‑class presentation, written and communication skills.
• Graduate preferred with a 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.