Independent Financial Advisor

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Oakwood Capital Wealth Management Entrepreneur | Financial Services | Founder of multiple financial services based businesses Passionate about helping financial services people to… *Self employed role with a substantial shareholding in the business. This is a genuine opportunity for the right person!* Oakwood Capital Wealth Management Ltd is a young, dynamic & growing firm providing bespoke financial, wealth, investment, and pension advice to individuals, families, and businesses. As an Appointed Representative of St. James’s Place Wealth Management – Oakwood Capital delivers trusted, compliant, and high‑quality financial services. We have a fantastic opportunity to grow our business with the leads we receive from the 3 mortgage brokerages that we are partnered with (owned by one of our directors) – last month they wrote c250 new mortgage applications. There is huge scope to offer a dynamic referral process to these 50+ mortgage brokers and receive qualified leads in return! Responsibilities We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice. This role will include building relationships with new introducers as well as managing and developing new introducer relationships. Qualifications Level 4 Diploma or Equivalent Experience in providing financial and/or investment advice to clients Competent in building and managing stakeholder relationships Remuneration This is a self employed role, with a significant shareholding in the business from day 1. Earnings on cases will be as follows:- 80% on Initial Advice Fees for all cases introduced by you 40% on Initial Advice Fees for all cases introduced by a partner firm to you/Oakwood 50% of all ongoing advice fees (regardless of initial lead source) Application Process To arrange a private, no obligation chat – please contact pete.willcocks@vestura-group.co.uk or gareth.love@oakwood-capital.co.uk We are not looking to work with any third party recruitment agencies. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Oakwood Capital Wealth Management by 2x Sign in to set job alerts for “Independent Financial Advisor” roles. Nottingham, England, United Kingdom 1 week ago Nottinghamshire, England, United Kingdom 1 week ago Nottingham, England, United Kingdom 3 months ago Derby, England, United Kingdom 3 weeks ago Derby, England, United Kingdom 2 months ago Leicester, England, United Kingdom 3 weeks ago Blaby, England, United Kingdom 4 days ago Derby, England, United Kingdom 1 month ago Southwell, England, United Kingdom 3 weeks ago Nottingham, England, United Kingdom 3 days ago Nottingham, England, United Kingdom 2 weeks ago Nottingham, England, United Kingdom 2 days ago Employer Solutions Associate Director – Share Plans and Rewards Nottingham, England, United Kingdom 1 week ago Nottingham, England, United Kingdom 1 week ago Uppingham, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr