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Private Client Adviser
Job Posted: 20 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: Henley-on-Thames, Oxfordshire
Expire in: a month
Job Description
Salary DOE
* Excellent Benefits
* Henley on Thames
* Full-Time, Permanent
* Join a growing, highly respected wealth management firm
* Provide holistic, relationship-led advice to high-net-worth clients
* Work from beautifully located offices with hybrid flexibility
* Clear career development, technical support, and strong compliance framework
The Burford Recruitment Company is delighted to be working in partnership with a well-established, independent wealth management firm to appoint two experienced Private Client Advisers. This expansion reflects the company’s continued growth and commitment to delivering an exceptional, personalised service to its private client base. These roles are ideally suited to Financial Advisers who thrive in a client-facing environment, value long-term relationship building, and are looking to be part of a collaborative, values-led team.
What You’ll Be Doing:
* Provide tailored, independent financial advice to a diverse portfolio of private clients
* Deliver recommendations across pensions, investments, tax planning, and protection
* Build long-term relationships based on trust, professionalism, and results
* Collaborate with internal technical and admin teams to provide a seamless client experience
* Accurately assess client needs and risk profiles, and ensure full compliance with FCA and internal guidelines
* Contribute to the ongoing development and success of the Private Client Team
Who We’re Looking For:
* A qualified Financial Adviser with DipFA / Level 4 Diploma (minimum)
* A current Statement of Professional Standing (SPS)
* Minimum 5 years’ experience in a client-facing advisory role
* A proactive, client-first approach with a genuine passion for delivering excellent service
* Strong communication skills and professional credibility
* Well-organised, detail-focused, and confident using industry software (e.g. Intelligent Office, Pulse)
* Progression toward Chartered status (or willingness to work towards it) is strongly encouraged
What’s On Offer:
* A supportive and professional working environment
* Offices based in Witney and Henley-on-Thames, set in beautiful Oxfordshire locations
* Strong compliance and technical support to let you focus on clients
* Funding and support towards Chartered status and CPD
* Competitive salary and benefits package
* The opportunity to be part of a respected and growing team with a strong reputation in the marketBefore You Apply
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Looking for your next career move? Join a top company hiring Private Client Adviser job near me in Henley-on-Thames, 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!
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