Full job descriptionFinancial AdviserLocation: Oxfordshire / Wiltshire Region (Primarily Remote)
Salary: up to 55k + DOE + Bonus
Working Pattern: Primarily Remote with Occasional Travel to Wiltshire
The OpportunityAn established and growing wealth management firm is looking to appoint a Financial Adviser to join its collaborative and client-focused team. This is an excellent opportunity for an adviser looking to join a business that places genuine emphasis on long-term client relationships, quality advice, and internal progression.
The business has a strong presence across the South West, with continued growth plans in the Oxfordshire region. The successful candidate will initially integrate into the Wiltshire team whilst helping develop and grow a client bank within Oxfordshire.
This position would suit an adviser who enjoys working within a close-knit environment, values relationship-led financial planning, and is looking for long-term progression within a supportive business.
The Role*Deliver holistic financial planning advice to clients.
*Build and maintain long-term client relationships.
*Work closely with planners, advisers, and wider support teams.
*Attend client meetings both remotely and face-to-face.
*Contribute towards business development and growth initiatives.
*Support the continued development of the Oxfordshire client base.
*Operate as part of a collaborative advisory team rather than an isolated individual adviser model.
Working Arrangement*Initially a predominantly remote position.
*Occasional travel required to the Wiltshire office for team collaboration and meetings.
*Flexibility to attend client meetings across Oxfordshire as required.
*Longer-term opportunity to help establish and grow the Oxfordshire presence.
Candidate Profile*Level 4 Diploma qualified as a minimum.
*Previous experience within a Financial Adviser position.
*Comfortable managing and developing client relationships.
*Commercially minded with strong interpersonal skills.
*Confident in front of clients and capable of building trust quickly.
*Strong relationship-building and business development abilities.
*Motivated by progression and long-term career growth.
*Open to regional travel where required.
What’s on Offer*Competitive basic salary dependent on experience.
*Bonus structure linked to new business and fee income generation.
*Hybrid and flexible working arrangements.
*Strong internal support structure and collaborative culture.
*Long-term progression opportunities.
*Support towards Chartered status if desired.
*Established infrastructure and client support functions in place.
ApplyIf you are an experienced Adviser looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.
If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.