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Team RR

An outstanding new opportunity has arisen for an experienced Level 4 qualified Financial Adviser to join a highly-successful and trusted Wealth Management practice operating throughout the Home Counties and Surrounding Areas.

Role Info:

Wealth Adviser / Financial Adviser
Oxford Oxfordshire | Home Counties | Surrounding Areas
Mostly Remote – 1 day a week at office
Up to £50,000 Base Salary / Uncapped Earnings + Benefits: OTE: £100,000+
Minimum Requirements: Level 4 Diploma and 24 months adviser experience
Support in working towards Chartered/Fellow status

About Us:

We are highly-regarded as one of the leading wealth management organisations within the UK. We offer bespoke face-to-face wealth management advice to private individuals and business owners in and around the South East.

Operating throughout the Home Counties and Surrounding Areas with the expansion of the business, we are looking for Financial Advisers to join us to provide private clients and local businesses with a single point of contact for all of their wealth management requirements.

How we will support you:

+ Bespoke support to smooth your transition to the business
+ Inhouse admin and paraplanning teams enabling you more face-to-face time with clients
+ Provide you a client bank of existing HNW individuals and business owner clients
+ Support in working towards Chartered/Fellow status
+ Access to our distinctive approach to Investment Management
+ Specialist advice and technical support
+ Exceptional marketing support, including client events each year
+ Mentorship and coaching from our Senior Advisers

What we can offer:

Our Wealth Management Advisors are invited to join an established brand through a variety of tailored opportunities, and contractual terms include employed and self-employed options to suit.

With the guidance of established business professionals' as mentors, Advisers have more time available to proactively grow a face-to-face advice business within a business, building a future for them and their family with existing and prospective clients. It’s also important to us that our Advisers have the opportunity to maintain a great work-life balance and be part of a supportive team.

About You:

+ RDR (Level 4) Compliant as a minimum, ideally with a minimum of 2 years’ adviser experience
+ Strong drive to succeed
+ You will have the knowledge and the competency to deliver holistic financial advice and grow your client bank through client referrals and professional connections.
+ You will have natural instinct and understanding of developments in various aspects of financial planning, such as Investments, Pensions, IHT, Private Clients and more.

Your Experience / Background / Previous Roles May Include:
Wealth Advisor, Wealth Manager, Financial Adviser at a High Street Bank, Wealth Management, IFA Firm.

Interested? Apply here for a fast-track path to the Hiring Manager

Application notice… We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.

 

An outstanding new opportunity has arisen for an experienced Level 4 qualified Financial Adviser to join a highly-successful and trusted Wealth Management practice operating throughout the Home Counties and Surrounding Areas.

Role Info:

Wealth Adviser / Financial Adviser
Oxford Oxfordshire | Home Counties | Surrounding Areas
Mostly Remote – 1 day a week at office
Up to £50,000 Base Salary / Uncapped Earnings + Benefits: OTE: £100,000+
Minimum Requirements: Level 4 Diploma and 24 months adviser experience
Support in working towards Chartered/Fellow status

About Us:

We are highly-regarded as one of the leading wealth management organisations within the UK. We offer bespoke face-to-face wealth management advice to private individuals and business owners in and around the South East.

Operating throughout the Home Counties and Surrounding Areas with the expansion of the business, we are looking for Financial Advisers to join us to provide private clients and local businesses with a single point of contact for all of their wealth management requirements.

How we will support you:

+ Bespoke support to smooth your transition to the business
+ Inhouse admin and paraplanning teams enabling you more face-to-face time with clients
+ Provide you a client bank of existing HNW individuals and business owner clients
+ Support in working towards Chartered/Fellow status
+ Access to our distinctive approach to Investment Management
+ Specialist advice and technical support
+ Exceptional marketing support, including client events each year
+ Mentorship and coaching from our Senior Advisers

What we can offer:

Our Wealth Management Advisors are invited to join an established brand through a variety of tailored opportunities, and contractual terms include employed and self-employed options to suit.

With the guidance of established business professionals' as mentors, Advisers have more time available to proactively grow a face-to-face advice business within a business, building a future for them and their family with existing and prospective clients. It’s also important to us that our Advisers have the opportunity to maintain a great work-life balance and be part of a supportive team.

About You:

+ RDR (Level 4) Compliant as a minimum, ideally with a minimum of 2 years’ adviser experience
+ Strong drive to succeed
+ You will have the knowledge and the competency to deliver holistic financial advice and grow your client bank through client referrals and professional connections.
+ You will have natural instinct and understanding of developments in various aspects of financial planning, such as Investments, Pensions, IHT, Private Clients and more.

Your Experience / Background / Previous Roles May Include:
Wealth Advisor, Wealth Manager, Financial Adviser at a High Street Bank, Wealth Management, IFA Firm.

Interested? Apply here for a fast-track path to the Hiring Manager

Application notice… We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.

 

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