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Financial Planner, c.£30 AUM to inherit

Key Job Features

Job Type: Permanent
Reference: 734
Location: Oxfordshire, Home and Office working
Other: + Bonus (£100,000+ 1st year earnings) + Benefits


Our client is one of the UK’s leading, multi-office, financial planning firms. They offer an integrated wealth management offering and manages in excess of £8bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people.

This is an exciting opportunity for a Financial Planner to join a fast-growing advice firm and develop an existing client bank of c.£30m AUM from a retiring adviser. You will benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs.

The role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities.

This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be a dynamic, ambitious and energetic Financial Planner with an appetite to grow with a company.

If you are interested in exploring this further, please email your CV to  quoting reference 734 or call Tim Terrell on 01761 252538 or Emily Morris 01761 252529 for an initial discussion.

£75,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

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