Current jobs related to Financial Adviser - Oxford - PB Recruitment Consultants Ltd

  • Trainee Financial Adviser

    2 weeks ago

    Oxford, United Kingdom MB Fitzgerald Full time

    Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a diverse range of clients across the country. They are now in the market to recruit a Trainee/Junior...

  • Trainee Financial Adviser

    5 days ago

    Oxford, United Kingdom mbf. Full time

    Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a diverserange of clients across the country. They are now in the market to recruit a Trainee/Junior Financial...

  • Trainee Financial Adviser

    2 weeks ago

    Oxford, United Kingdom Recruit UK Full time

    **Trainee Financial Adviser - Oxford** Recruit UK are working with a prestige wealth management firm to expand their team further, with an opportunity for a Trainee Financial Adviser to join them. The company offer a range of innovative services and sustainable investment solutions and are oneof the UK’s largest and longest established investment...

  • Specialist Financial Adviser

    1 week ago

    Oxford, Oxfordshire, United Kingdom TN United Kingdom Full time

    Join WFS as a Specialist Financial Adviser and you'll discover a strong, supportive culture that values your personal goals as much as our clients'. And, with no ties to an office, you'll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business.Within our Dental Sector we are...

  • Specialist Financial Adviser

    2 days ago

    Oxford, Oxfordshire, United Kingdom TN United Kingdom Full time

    Join WFS as a Specialist Financial Adviser and you'll discover a strong, supportive culture that values your personal goals as much as our clients'. And, with no ties to an office, you'll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business.Within our Dental Sector we are...

  • Adviser Relationship Manager

    5 days ago

    Oxford, United Kingdom MERJE Ltd Full time

    You will be responsible for leading a team of Advisers across a region. Be responsible for and take ownership of the revenue target for the team. Provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target. **The role will involve**: - Contribute to and own the sales strategy for division, meet and...

  • Financial Advisor

    2 weeks ago

    Oxford, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£55,000 - £100,000 | Un-Capped Earnings Potential** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national...

  • Independent Financial Advisor

    22 hours ago

    Oxford, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£100,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified...

  • Independent Financial Advisor

    1 week ago

    Oxford, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

  • Independent Financial Advisor

    2 weeks ago

    Oxford, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£60,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an excellent opportunity to work with HNW and UHNW clients via Professional Connections ( Tax Planners, Accountants...

  • Associate Financial Planner

    3 days 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...

  • Mortgage and Protection Adviser

    1 week ago

    Oxford, United Kingdom Tenet Full time

    **Mortgage and Protection Adviser, Remote/Home-Based Oxfordshire** Up to **£32,500 basic** and realistic **OTE of £60,000** We are recruiting an experienced **Mortgage and Protection Adviser**, covering Oxfordshire and surrounding areas. Working remotely, you’ll be provided with pre-qualified mortgage advice appointments and will also benefit from...

  • Self Employed Mortgage Adviser

    3 days ago

    Oxford, United Kingdom Ortus Psr Full time

    **Self Employed Mortgage Adviser** **Location: Oxford** This is an exciting opportunity for a Mortgage Adviser to join a financial planning firm with a fantastic reputation. **Responsibilities** - Ability to prospect and organise meetings and meeting performance targets - Fact-find effectively to establish the client’s current finances and future...

  • Adviser Development Manager

    5 days ago

    Oxford, United Kingdom IDEX Consulting Ltd Full time

    **Would you enjoy helping create a dynamic culture focused on client service?** **Could you help us build our business as we endeavour to shape the future of financial planning?** **The role** Our local hubs need exceptional people who are customer driven team players and who are excited by the opportunities this presents. You'll be motivated to contribute...

  • Mortgage and Protection Adviser

    3 days ago

    Oxford, United Kingdom Tenet Full time

    Here at Tenet, we’re looking for a Home-Based **Mortgage and Protection Adviser**, covering Oxfordshire and surrounding areas. Reporting to the Regional Sales Manager you will be a key member of our Mortgage team, you’ll relish the prospectof selling our broad portfolio of mortgage and associated products on an advised basis to both the Police and...

  • Financial Planner

    6 days ago

    Oxford, United Kingdom Aspire Executive Search Full time

    Financial Planner, Oxford Basic Salaries available are between £32k and £46k, with outstanding benefits and Bonus too. Are you a relatively new Financial Advisor to the industry and seeking a more supported role? This could be for you! This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner from an...

  • Financial Controller

    4 days ago

    Oxford, United Kingdom Wade Macdonald Full time

    **Financial Controller - Oxford - £70,000 + 15% bonus - Hybrid Working** **The Company** The role of Financial Controller sits within this fast growth SME within Life Sciences. The Company has experienced impressive growth over the last few years and have further plans in relation to acquisitions in the near future. **The Role** **Key role...

  • Personal Tax Adviser

    1 week ago

    Oxford, United Kingdom Pro Talent Full time

    Personal Tax Adviser Do you want to super-charge your accountancy career in a progressive firm bursting with brilliant, talented people you can learn and develop from? Are you a qualified accountant with 2 years’ tax experience currently in practice? Do you want a role withinteresting and varied client work? If so, I 100% have the perfect role for...

  • Financial Planner

    4 weeks ago

    Oxford, Oxfordshire, United Kingdom Greatmans Consulting Ltd Full time

    Financial Planner – Oxford - Equity £75,000 - £130,000 | Equity | 7% Matched Pension | PHI & PMI | 25 Days Holiday + BH (Option to Buy 5 More)Why Join? Employee-Owned & Chartered – Work with a firm that puts its people first. Fixed Fees & Robust Investment Proposition – No conflicts, just quality advice. Tech-Driven & Efficient – Cutting-edge...

  • Chief Financial Officer

    1 week ago

    Oxford, United Kingdom Marks Sattin recruitment Full time

    Marks Sattin are working in exclusive partnership with a Global Consultancy Business based in Oxford to recruit a Chief Financial Officer on a permanent basis. This role will see you drive and navigate the business ensuring sound financial performance andoperating as a member of the board. Supporting the delivery of the business strategy and vision, whilst...

Financial Adviser

2 weeks ago

Oxford, United Kingdom PB Recruitment Consultants Ltd Full time

**A national financial planning and wealth management group currently requires an experienced qualified Independent Financial Adviser. You will be provided with a full client book, a generous base salary, uncapped bonus, and comprehensive benefits**

It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional adviserssuch as accountants and lawyers.

**IFA Role Description**:
You will provide clients financial advice and make recommendations on how to best meet their goals.

**Specific Financial Adviser Responsibilities**:
The key duties of the role are listed below:

- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs, and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Financial Adviser Experience & Skills**:
The successful Adviser needs to be motivated, friendly, and professional always. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.

Key requirements are:

- Experience as a Financial Planner / Financial Adviser
- Qualified to Level 4 Diploma in Financial Planning as a minimum
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Good knowledge of compliance, TCF, Data Protection Act and
- Anti-Money Laundering requirements
- Excellent communication skills and the ability to ask appropriate questions of clients
- Good analysis skills, money management skills and planning skills
- Should be enthusiastic and willing to assist clients
- Ability to manage own workload.
- Flexibility/ adaptability to cope with change
- Full driving licence and own car essential
- Critical knowledge required:

- Knowledge of FCA rules relating to the financial advice process.
- Working knowledge of Compliance
- Knowledge of the current marketplace

**What’s in it for you?**

**Salary**: Dependant on experience and qualifications, plus bonus

Benefits: 25 days holiday (rising with length of service) plus bank holidays, holiday purchase scheme, life assurance, pension and corporate eyecare

Hours: Monday - Friday 9.00am - 5.00pm