Associate Financial Planner

3 weeks ago


Oxford, United Kingdom Recruit UK Full time

**Job Title: Associate Financial Adviser**

**Location: Oxford**

**Salary: £40,000**

**Job Ref: 7574**

**Associate Financial Adviser**

Recruit UK are working on an excellent opportunity for a Assocaite Independent Financial Adviser role in Oxford to join a well-established UK Independent Financial Advice firm.

My client is a leading UK wealth management and financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managing and developinga client bank. You will be delivering financial planning and wealth management advice to a specific client group and working with a paraplanning team to ensure advice given is of the highest quality.

**What’s in it for you**:

- Salary £40k + bonus
- Hybrid working
- Opportunity to deal with clients and build own client base
- Full exam training towards level 6 Chartered status
- Work alongside dedicated team of Paraplanners, Compliance and Administrators

**Skills and experience required**:

- Diploma (Dip PFS) or equivalent
- Financial Services experience
- Ability to work under pressure to meet deadlines
- Ability to understand and communicate advice practices and processes clearly and effectively
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a well established UK Trainee Independent Financial Advice firm in Oxford on an Associate Financial Adviser role.



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