Wealth Advisor

EE Limited; Oxford; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm in the United Kingdom is seeking a Wealth or Financial Advisor to enhance their client base and deliver tailored financial solutions. The role demands strong networking capabilities, a solid understanding of FCA regulations, and the ability to provide exceptional service. This position offers a hybrid working model after probation, competitive annual leave, and a pension scheme, ideal for motivated individuals ready to make a significant impact.

Benefits

Quarterly Fun Days

Pension Scheme

Annual Leave

Qualifications

• Previous or current experience as a Wealth or Financial Advisor.
• Proven background in Financial Services or Wealth Management.
• Solid understanding of FCA regulations.

Responsibilities

• Grow client base through referrals and networking.
• Deliver compliant pension and investment arrangements.
• Maintain high compliance standards.

Skills

Wealth Management

Financial Services

Networking

Client Relationship Management

Compliance Knowledge

Tools

MS Office

Job description

Overview

We are looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who is ready to make an impact! This role is based in Oxfordshire / London and offers opportunities to join a fast‑growing, owner‑managed wealth management and private office firm.

Responsibilities

• Grow our client base by spotting new opportunities through referrals, networking, and marketing, while keeping current clients engaged with regular review meetings.
• Understand each client's goals and confidently recommend smart, tailored financial solutions.
• Take the lead on delivering smooth, compliant pension and investment arrangements from start to finish.
• Represent the business with energy and professionalism, incorporating the business's values every day.
• Proactively drive lead generation and keep momentum high.
• Provide top‑quality financial advice that clients can trust and get excited about.
• Guide cases through the sales and completion process with efficiency and positivity.
• Build strong, lasting client relationships that feel genuinely rewarding.
• Maintain high compliance standards that keep everything safe, secure, and fully aligned with regulations.
• Uphold exceptional standards of service, product knowledge, integrity, and conduct, setting the bar high in everything you do.

Qualifications

• Previous or current experience as a Wealth or Financial Advisor.
• Proven background within a Financial Services or Wealth Management environment.
• Solid understanding of FCA regulations and compliance requirements.
• Frontline sales experience with expertise in networking and effective communication.
• Skilled at building strong, collaborative relationships with colleagues and clients.
• Confident, clear, and professional telephone manner.
• Proficient in MS Office applications.
• Exceptional organisation and administration abilities.
• High level of accuracy and attention to detail.
• Ability to maintain discretion and always uphold client confidentiality.
• Have a can‑do attitude, be honest and a team player.

Benefits & Working Hours

• Monday – Friday, 8:30am – 4:30pm / 9am – 5pm (Hybrid Working after probation)
• 21 Days Annual Leave, plus Bank Holidays + Christmas Off
• Pension Scheme
• Quarterly Fun Days

Contact

To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can contact Shanelle Bowyer at 01295‑983585. Alternatively, connect with us on LinkedIn via the following link: Similar jobs