Financial Adviser, Oxfordshire. £Highly competitive, plus bonus & benefits
We are working with a Chartered firm who is looking to appoint a qualified Financial Adviser to cover Oxfordshire and surrounding area. This is an employed role within a well-established, growing organisation that focuses on building, developing and maintaining excellent client relationships.
The role:
*You will be responsible for managing existing client relationships and building new business.
*The majority of introductions come from established introducers and an internal lead/referral network, providing you with a consistent flow of high-quality leads, allowing you to focus on delivering advice rather than self-generating business.
*Deliver holistic financial planning advice across pensions, investments and protection
*Promote the value of ongoing advice and long-term financial planning
*Maintain high professional and regulatory standards, including Consumer Duty obligations
*This role will suit an adviser who is looking to build a client portfolio. Initially you will be required to convert leads provided and after an initial you will be given clients.
About you:
*Chartered status or progressing towards
*Strong track record of building and maintaining lasting client relationships and creating comprehensive financial plans
*Broad knowledge across pensions, investments and protection
*Confident communicator with strong organisational skills
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.