Or call 0117 329 0100

Senior Financial Advisor (progression into Financial Planner)

Senior Financial Advisor (progression into Financial Planner)

£55,000-£65,000 (Up to £80k+ OTE) + Training + Progression + Pension + Bonus + Other Company Benefits

Hanborough, Oxfordshire, commutable from Witney, Bicester, Abingdon, Didcot, Banbury, Cirencester

Are you an experienced Financial Advisor, looking to join a tight-knit, family run business, offering the opportunity to progress into a Financial Planner role and gain access to a stream of loyal new clients who will assist you in being able to significantly boost your earnings upon reaching targets?

This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you’ll spearhead efficient planning across three core areas: Personal, Corporate & Business, and financial management.

This role will require you to build new client relationships, maintain existing relationships, orchestrating and leading meetings, dispensing tailored advice to fulfil client objectives, and strategizing around retirement and inheritance tax considerations.

This role would suit a knowledgeable Financial Advisor looking to take the next jump into a Financial Planning role, dedicated to delivering unparalleled service and ensuring client satisfaction. You’ll uphold standards of efficiency and excellence while enjoying a Competitive Salary, lucrative On Target Earnings, comprehensive Training, avenues for Progression, and additional company perks.

THE ROLE:
* Financial Advisor or Planner
* Build new and maintain existing business relationships
* Ensure the best advice is provided while up to date and accurate

THE PERSON:
* Proven 4+ years of client facing advice
* Technical knowledge and effective planning strategies
* Experience with risk management framework
* Commutable to Oxford

Reference Number: BBBH12530B

Key Words: Financial, Planner, Finance, IFA, Estate Planning, Retirement, Personal, Business Planning, Financial Management, Hanborough, Oxfordshire, Witney, Bicester, Abingdon, Didcot, Banbury, Cirencester

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position.

The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.

Apply for this Job

Please enter your full name.

Enter a valid email address.

Please enter your phone number.

Upload your CV/resume or any other relevant file. Max. file size: 2 MB.

Add your cover letter for supporting information here.

Fields marked with * are required.