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Wealth Advisor: New Client Onboarding & Planning

Posted 14 days 12 hours ago by IDEX Consulting

£60,000 - £80,000 Annual
Permanent
Full Time
Other
Oxfordshire, Oxford, United Kingdom, OX1 1
Job Description
A national financial planning company is seeking a qualified Personal Wealth Adviser in Oxford. This role focuses on onboarding new clients through a reliable referral network, ensuring high-quality advice across pensions, investments, and protection. The successful candidate will enjoy a competitive salary, a discretionary bonus structure, and benefits such as enhanced pension contributions and private medical cover, all while maintaining a commitment to client-first financial planning.
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