Wealth Advisor: Client Onboarding & Planning
Job in
Oxford, Oxfordshire, OX1, England, UK
Listed on 2026-02-28
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A national financial planning company is seeking a qualified Personal Wealth Adviser in Oxford. This role focuses on onboarding new clients through a reliable referral network, ensuring high-quality advice across pensions, investments, and protection. The successful candidate will enjoy a competitive salary, a discretionary bonus structure, and benefits such as enhanced pension contributions and private medical cover, all while maintaining a commitment to client-first financial planning.
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