Financial Advisor Wealth Manager

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.

• 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.

• 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

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

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

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer relationship management, Financial Planning, Wills

Employment Type: Full Time

Vacancy: 1