Financial Advisor

4 weeks ago


Oxfordshire, United Kingdom IDEX Consulting Ltd Full time

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 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.

Provide financial planning support to clients
Prepare financial plans and check their accuracy

Minimum Level 4 Qualified Regulated Financial Planning
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