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Wealth Adviser: Holistic Planning
Remote / Online - Candidates ideally in
Oxford, Oxfordshire, OX1, England, UK
Listed on 2026-02-28
Oxford, Oxfordshire, OX1, England, UK
Listing for:
Schroders Personal Wealth
Full Time, Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory company in Oxford is seeking a Personal Wealth Adviser to deliver tailored financial plans and holistic advice to clients. The role involves building and maintaining long-term relationships, conducting comprehensive client meetings, and using cash flow modelling to ensure clients achieve their financial goals. Ideal candidates should possess a Level 4 Diploma in Financial Planning and have proven experience in client advisory roles.
The company promotes flexible working arrangements and emphasizes inclusivity.
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