Senior Financial Adviser β€” Hybrid & Equity Path in Oxford

Senior Financial Adviser β€” Hybrid & Equity Path in Oxford

Oxford Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
Mark Barclay Wealth Management

At a Glance

  • Tasks: Advise clients on financial planning and build strong relationships.
  • Company: Mark Barclay Wealth Management, a high-performing practice in Oxford.
  • Benefits: Hybrid working, strong support team, and clear path to equity.
  • Other info: Opportunity for growth in a supportive and collaborative environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Mark Barclay Wealth Management in Oxford is seeking an experienced Financial Adviser to join our high-performing practice. You will advise a portfolio of existing clients and develop new relationships through introductions and referrals, delivering holistic, long-term financial planning across investments, pensions, retirement, and protection.

We offer a discretionary, relationship-led environment with a strong support team, hybrid working, and a clear path to equity and growth.

Senior Financial Adviser β€” Hybrid & Equity Path in Oxford employer: Mark Barclay Wealth Management

Mark Barclay Wealth Management is an exceptional employer, offering a supportive and collaborative work culture in the picturesque Greater Oxford Area. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client relationships. With a focus on teamwork and excellence, this role provides a rewarding experience in the dynamic field of financial services.

Mark Barclay Wealth Management

Contact Details:

Mark Barclay Wealth Management Recruitment Team

We think you need these skills to ace Senior Financial Adviser β€” Hybrid & Equity Path in Oxford

Financial Planning
Client Relationship Management
Investment Knowledge
Pension Advisory
Retirement Planning
Protection Insurance
Communication Skills