Financial Advisor
  • England,South East,Oxfordshire
  • Full Time, Permanent
  • Salary negotiable
Job Description:
Full job descriptionFinancial Adviser, Oxford. £50,000 to £70,000 plus Benefits and Bonus (1st year earnings £90k+)
Are you a qualified adviser looking to build something from the ground up, with the backing of an established independent firm? Our client is opening a brand-new Oxford office and is looking for a Financial Adviser to help set this up, run it and grow it, with a genuine route into management as the office develops.
This is a pure new business role, with a steady flow of qualified leads matched to you based on personality fit. You will join a very client centric team, where everyone works closely together for the good of the client.
The role
*Building and growing a client bank in Oxford and the surrounding areas.
*Receive leads from a dedicated team who speak to each prospective client and match them to an adviser based on personality fit.
*Provide full holistic lifestyle financial planning to individuals, business owners, corporate clients and professionals, typically with investable assets of £250k+.
*Work in a dedicated pod, initially supported by an existing Paraplanner and Relationship Manager, with a support team built around you as the Oxford business grows.
*Progress into a manager role, with responsibility for the support team and any advisers who join as the office grows.
About you
*Qualified adviser, minimum Level 4, with at least one year’s experience.
*Keen to take on a new business role and build something from the ground up.
*Progressing towards Chartered, or happy to undertake the exams, as the firm is working towards Chartered status.
*Client focused and a strong team player.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Job number 4323975
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