- Provide financial planning support to clients
- Be able to build strong client relationships
- Prepare financial plans and check their accuracyQualifications
- Minimum Level 4 Qualified Regulated Financial Planning
- 3+ years' of industry experience
- Excellent interpersonal skills
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Independent Financial Advisor
1 week ago
Resource Matters Ltd Abingdon, United Kingdom**Basic Up to £75k + Package + flexible working + Paraplanning + Full clients & lead generation** · Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial pl ...
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Financial Advisor
1 week ago
IDEX Consulting Ltd Oxfordshire, United KingdomJob Description Financial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits · I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. · The role will give you auton ...
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Financial Advisor
1 week ago
IDEX Consulting Ltd Oxfordshire, United KingdomFinancial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas..The role will come with a core book of clients and ...
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Financial Advisor
1 week ago
Reed Insurance Milton Keynes, United KingdomRole & Responsibilities · Comply with the Training and Competence Scheme of the Company Requirement · Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued · Provide appropriate financial planning advice ...
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Financial Advisor Employed
1 week ago
Aspire Executive Search Maidenhead, United Kingdom**Financial Planner Basic up £70,000, Maidenhead Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportu ...
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Financial Advisor Employed
1 week ago
Aspire Executive Search Newbury, United Kingdom**Financial Planner Basic up £70,000, Newbury Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportunit ...
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Trainee Financial Advisor
1 week ago
The Progress Shed Swindon, United Kingdom**The Role** · Our client is seeking a valued member of the Financial Team. Responsible for everything you would expect of someone on a path to eventually becoming a Financial Planner you will be providing first class administration support while learning how to provide clients w ...
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Independent Financial Advisor
1 week ago
PB Recruitment Consultants Reading, United Kingdom**A well-established multi-office, award winning, financial planning practice, is currently seeking a forward thinking Employed Independent Financial Adviser to service an existing client bank and expand the client base moving forward** · **A very competitive negotiable package i ...
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Financial Advisor
1 week ago
The Burford Recruitment Company Ltd Witney, United Kingdom Part time, Full timeHybrid role, 1 day per week in the office · * Competitive bonus scheme · * Opportunity to have input into to future of the business · * Small, collaborative team · An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Finan ...
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Financial Advisor
15 hours ago
Vision-FS Recruitment Buckingham, United Kingdom Full timeFinancial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Nationwide Roles · YOUR NEW COMPANY · An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qu ...
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Financial Advisor
1 week ago
Aspire Personnel Ltd Milton Keynes, United Kingdom Part time, Full timeFollowing an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team. Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with ...
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Independent Financial Advisor
15 hours ago
The Burford Recruitment Company Witney, United Kingdom Full timeAn independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team. · As a Financial Adviser, you will play a pivotal role in providing comprehensive financial planning services to your established ...
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Finance Graduate
1 week ago
deVere Group Oxford, United KingdomWe are expanding our global footprint and seeking self-motivated, entrepreneurial thinking Finance Graduates / Business Development Managers (Trainee Wealth Managers) to join our global offices. · **NOTE THAT ALL CANDIDATES MUST BE ABLE TO COMMUTE INTO TO OUR NEW OFFICE IN READIN ...
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Finance Graduate
6 days ago
deVere Group Oxford, United KingdomWe are expanding our global footprint and seeking self-motivated, entrepreneurial thinking Graduates / Business Development Managers (Trainee Wealth Managers) to join our Reading office. · **NOTE THAT ALL CANDIDATES MUST BE ABLE TO TRAVEL MON - FRI TO OUR NEW READING OFFICE & OPE ...
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Projects Finance Advisor
1 week ago
University of Oxford Oxford, United KingdomThe University of Oxford, renowned for its excellence in research and education, is seeking a dynamic and detail-oriented individual to join our Finance Division as a Projects Finance Advisor. In this role, you will play a pivotal part in the management of the Digital Transformat ...
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University of Oxford Oxford, United Kingdom**Senior Advisor: MBA Recruitment and Admissions** · **Grade 6: £30,502 - £36,386 per annum** · **Permanent role x2** · Saïd Business School is recruiting for two new Senior Advisors to work with our MBA Recruitment and Admissions Managers on the flagship full-time MBA programme. ...
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Group Financial Planner
3 days ago
Butler Rose Ltd Oxford, United KingdomButler Rose, a specialist finance agency within the Oxfordshire market is currently supporting an industry leading global business based in the heart of Oxfordshire with the recruitment of a Group Financial Planner. · **Hybrid working available** · This international group has a ...
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Cfo
1 week ago
CMA Recruitment Group Oxford, United KingdomCMA Executive is delighted to be partnering with this AIM listed global technologies and materials group who are looking to appoint a CFO. They are currently early stage (pre-profit) and are creating the next generation of advanced materials, which have the potential to transform ...
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Research Finance Advisor
1 week ago
University of Oxford Oxford, United KingdomThis is an exciting opportunity to join our Research Accounts team as a Research Finance Advisor. · The Finance Division supports the academic, research and administrative community at the University providing sound financial advice and timely information with a range of support ...
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Research Finance Advisor
2 weeks ago
University of Oxford Oxford, United KingdomThis is an exciting opportunity to join our Research Accounts team as a Research Finance Advisor. · The University of Oxford is a stimulating work environment, which enjoys an international reputation as a world-class centre of excellence. Our research plays a key role in tacklin ...
Financial Advisor - oxfordshire, United Kingdom - IDEX Consulting Ltd
Description
Job DescriptionFinancial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits
I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas..
The role will come with a core book of clients and a significant lead flow with an emphasis on new business generation.
Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?
The role will give you autonomy to manage your diary and network new clients into the business.
In return, you will be joining a business who are one of the leading Wealth Management companies in the country (Source FTAdvisor)
The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans.
Responsibilities