Hiring Now: Financial Advisor Near You – Apply Today!
Your Next Financial Advisor Job Starts Here – Apply Now!
Financial Advisor
Job Posted: 42 minutes ago
Salary: £ 45,000 - 55,000 / Annum
Job Type: Permanent
Location: Banbury, Oxfordshire
Expire in: a month
Job Description
Join a leading, fast-growing Wealth Management and Private Office firm offering exceptional career progression and long-term equity opportunities.
Are you an ambitious Wealth Manager or Financial Planner looking to take the next step in your career? This is a fantastic opportunity to join a prestigious, expanding firm based in Oxfordshire, with regular client and business development engagements in London and the surrounding areas.
About the Role
As a key member of the advisory team, you will deliver the full spectrum of holistic wealth management services to the firm’s high-net-worth and ultra-high-net-worth clients. This includes:
* Comprehensive financial planning and investment advice
* Pension, tax, and insurance planning
* Cash flow modelling and long-term wealth strategy
* Supporting client relationships and new business development across Oxfordshire and London
You’ll be based primarily in our Oxfordshire office, with flexibility for remote working up to two days per week (after your probation period).
This role offers a competitive salary, performance-based bonus, benefits package, and a defined pathway to equity participation within the firm.
What We’re Looking For
* Level 4 qualified CII professional (e.g., Diploma in Regulated Financial Planning or equivalent)
* Proven experience advising HNW / UHNW clients (£2m–£30m of investable assets)
* Minimum 2 years’ experience in a CF30 advisory role
* Exceptional client service, communication, and presentation skills
* Graduate (2:2 degree or above preferred)
* Driven, professional, and passionate about delivering excellence in wealth management
* A proactive team player eager to contribute to a growing, high-quality advisory business
Why Join Us?
* Be part of a progressive, client-focused firm with an entrepreneurial culture
* Work directly with sophisticated HNW clients and contribute to strategic growth
* Enjoy genuine work-life balance with hybrid flexibility
* NB the role requires 2 days onsite but could be part time and could suit someone returning to workBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Advisor job near me in Banbury, Oxfordshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).