×
Register Here to Apply for Jobs or Post Jobs. X

Wealth Adviser: Holistic Planning

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 10000 - 40000 GBP Yearly GBP 10000.00 40000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Adviser: Holistic Planning, Hybrid Role & Bonus
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.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary