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Financial Advisor Financial Consultant Wealth Management

Wealth Manager for HNW Families — Transition & Equity Path

Job in Banbury, Oxfordshire, OX16, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-01-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A private investment office is seeking an experienced Financial Adviser / Wealth Manager to manage a high-quality book of clients. This role emphasizes strong client relationships without a transactional sales focus. The successful candidate will provide holistic financial planning and investment advice while collaborating with specialists. An ideal candidate is Level 4 qualified with experience advising clients with £2M+ assets, looking for long-term growth in a supportive environment.
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