- Provide financial planning support to clients
- Be able to build strong client relationships
- Prepare financial plans and check their accuracy
- Minimum Level 4 Qualified Regulated Financial Planning
- 3+ years' of industry experience
- Excellent interpersonal skills
Financial Advisor - Oxfordshire, United Kingdom - IDEX Consulting Ltd
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 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
Qualifications