Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Join a respected wealth management firm known for exceptional service.
- Benefits: Enjoy hybrid work options, competitive salary, and support for professional development.
- Why this job: Be part of a collaborative team focused on client success and personal growth.
- Qualifications: Must have DipFA/Level 4 Diploma and 5 years' advisory experience.
- Other info: Offices located in beautiful Oxfordshire, with strong compliance support.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
- Salary DOE
- Excellent Benefits
- Witney
- Full-Time, Permanent
- Join a growing, highly respected wealth management firm
- Provide holistic, relationship-led advice to high-net-worth clients
- Work from beautifully located offices with hybrid flexibility
- Clear career development, technical support, and strong compliance framework
The Burford Recruitment Company is delighted to be working in partnership with a well-established, independent wealth management firm to appoint two experienced Private Client Advisers. This expansion reflects the company’s continued growth and commitment to delivering an exceptional, personalised service to its private client base. These roles are ideally suited to Financial Advisers who thrive in a client-facing environment, value long-term relationship building, and are looking to be part of a collaborative, values-led team.
What You’ll Be Doing:
- Provide tailored, independent financial advice to a diverse portfolio of private clients
- Deliver recommendations across pensions, investments, tax planning, and protection
- Build long-term relationships based on trust, professionalism, and results
- Collaborate with internal technical and admin teams to provide a seamless client experience
- Accurately assess client needs and risk profiles, and ensure full compliance with FCA and internal guidelines
- Contribute to the ongoing development and success of the Private Client Team
Who We’re Looking For:
- A qualified Financial Adviser with DipFA / Level 4 Diploma (minimum)
- A current Statement of Professional Standing (SPS)
- Minimum 5 years’ experience in a client-facing advisory role
- A proactive, client-first approach with a genuine passion for delivering excellent service
- Strong communication skills and professional credibility
- Well-organised, detail-focused, and confident using industry software (e.g. Intelligent Office, Pulse)
- Progression toward Chartered status (or willingness to work towards it) is strongly encouraged
What’s On Offer:
- A supportive and professional working environment
- Offices based in Witney and Henley-on-Thames, set in beautiful Oxfordshire locations
- Strong compliance and technical support to let you focus on clients
- Funding and support towards Chartered status and CPD
- Competitive salary and benefits package
- The opportunity to be part of a respected and growing team with a strong reputation in the market
Private Client Adviser employer: The Burford Recruitment Company
Contact Detail:
The Burford Recruitment Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Adviser
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Private Client Advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and the services they offer. Tailoring your conversations during interviews to reflect this knowledge can demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your client relationship-building strategies. Since the role focuses on long-term relationships, be ready to share specific examples of how you've successfully built trust and rapport with clients in your previous roles.
✨Tip Number 4
Showcase your commitment to professional development. Mention any ongoing training or certifications you're pursuing, especially if you're working towards Chartered status. This highlights your dedication to excellence in the field.
We think you need these skills to ace Private Client Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly in client-facing roles. Emphasise your qualifications, such as the DipFA or Level 4 Diploma, and any relevant achievements that demonstrate your ability to build long-term relationships with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent service and your proactive, client-first approach. Mention specific examples of how you've successfully provided tailored financial advice in the past, and express your enthusiasm for joining a collaborative team.
Highlight Relevant Experience: In your application, focus on your minimum five years of experience in advisory roles. Detail your expertise in areas like pensions, investments, tax planning, and protection, and how you have ensured compliance with FCA guidelines in your previous positions.
Showcase Your Communication Skills: Since strong communication skills are essential for this role, consider including examples of how you've effectively communicated complex financial concepts to clients. This could be through presentations, reports, or one-on-one consultations, demonstrating your professional credibility.
How to prepare for a job interview at The Burford Recruitment Company
✨Showcase Your Client-Facing Experience
Highlight your previous roles where you've successfully built long-term relationships with clients. Be prepared to share specific examples of how you tailored financial advice to meet individual client needs.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with the latest industry software and compliance regulations. During the interview, discuss how you have used tools like Intelligent Office or Pulse in your previous roles to enhance client service.
✨Emphasise Your Commitment to Professional Development
Mention your qualifications and any steps you are taking towards achieving Chartered status. This shows your dedication to continuous learning and improvement in the wealth management field.
✨Prepare for Scenario-Based Questions
Anticipate questions that assess your problem-solving skills and ability to handle complex client situations. Think of scenarios where you had to assess client needs and provide compliant, effective solutions.