Financial Adviser, Oxfordshire. £Highly competitive, plus bonus & benefits

We are working with a Chartered firm who is looking to appoint a qualified Financial Adviser to cover Oxfordshire and surrounding area. This is an employed role within a well-established, growing organisation that focuses on building, developing and maintaining excellent client relationships.

The role:

• You will be responsible for managing existing client relationships and building new business.
• The majority of introductions come from established introducers and an internal lead/referral network, providing you with a consistent flow of high-quality leads, allowing you to focus on delivering advice rather than self-generating business.
• Deliver holistic financial planning advice across pensions, investments and protection
• Promote the value of ongoing advice and long-term financial planning
• Maintain high professional and regulatory standards, including Consumer Duty obligations
• This role will suit an adviser who is looking to build a client portfolio. Initially you will be required to convert leads provided and after an initial you will be given clients.

About you:

• Chartered status or progressing towards
• Strong track record of building and maintaining lasting client relationships and creating comprehensive financial plans
• Broad knowledge across pensions, investments and protection
• Confident communicator with strong organisational skills

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.