Senior Wealth Manager

2 days ago

Oxfordshire, United Kingdom Premier Group Full time

Wealth ManagerLocation: Oxfordshire (hybrid) with travel to London & client sitesSalary: £75,000 – £100,000 + Bonus + Equity OpportunityWe are seeking an accomplished Senior Wealth Manager/Wealth Manager or Financial Adviser to join a dynamic, owner-managed wealth management and private office firm operating across Oxfordshire and London. This is a rare opportunity to play a pivotal role in a rapidly expanding business with a strong entrepreneurial culture and a clear path to equity participation.The RoleYou will deliver the full breadth of wealth management and financial planning services to an established and growing client base. This includes:Providing the full spectrum of wealth management and financial planning advice to the firm’s clients, including investment, pension, insurance, and cash flow planning.Take on a lead adviser role for a significant portion of the firm’s £130m+ client portfolio, working closely with the CEO and Founder to transition and deepen client relationships.Focus primarily on servicing, advising, and expanding opportunities within the existing client base, with additional new client introductions from the senior leadership team.From the outset, you’ll have the freedom to introduce your own clients, benefiting directly from the commercial outcomes of your business origination.You’ll divide your time between the Oxfordshire office, London and client sites. Flexible hybrid working is available up to two days per week following probation.Exceptional performers will have the opportunity to earn into the firm’s equity, reflecting contribution and long-term commitment.What We’re Looking ForCII Level 4 (Diploma) or Level 6 (Chartered) qualifiedProven experience advising HNW and UHNW clients (£2m–£30m+ AUM)For senior candidates, a track record of originating and growing a client bookMinimum 2 years in a CF30 advising roleOutstanding interpersonal, presentation, and written communication skillsStrong commercial awareness, entrepreneurial mindset, and team spiritThis position offers a competitive basic salary of £75,000–£100,000, plus performance-related bonus, benefits, and a structured route to equity participation. Full sponsorship for further professional qualifications, study support, paid study days, and exam fees covered.If you are interested then please apply todayYou must be a resident in the UK for this role and unfortunately unable to offer any sponsorship.

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