Financial Consultant

Financial Consultant, Oxford

Hybrid working

Salary £65,000 to £85,000, (Negotiable) with benefits, OTE £100k+

The company is looking for an experience Wealth Planner, ideally with at least 5 year’s experience working with clients provide holistic wealth and financial planning solutions.

Step into a role with an existing client base of HNW and UHNW clients, allowing you to focus on relationship building and delivering high-quality holistic advice.

Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance. All paraplanning and support will be provided.

This would suit an adviser who is a natural communicator with a passion for delivering excellent service and is now looking to move on and progress their career with a well-established company. Ideally qualified to chartered status or wanting to be chartered and has started exams or have plan. Strong numeracy skills, attention to detail and experience in managing relationships and handling sensitive situations with tact and diplomacy.

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include all types of Financial Advisers, Compliance, Pensions, Paraplanners, T&C etc.