SonicJobs Logo
Login
Left arrow iconBack to search

Financial Adviser

CFP JOBS
Posted 3 days ago, valid for 12 days
Location

Oxford, Oxfordshire OX4 2WA, England

Salary

£73,000 per annum

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Financial Adviser position in Oxford offers a starting salary of £50,000, depending on skills and experience, with on-target earnings of approximately £73,000.
  • Candidates should have a Level 4 Diploma and be working towards Chartered status, along with a solid commercial background and proven experience in financial advice.
  • The role involves providing financial advice to new and existing customers while ensuring compliance with regulatory requirements.
  • Additional benefits include a company car or allowance, a generous pension scheme, and participation in bonus schemes.
  • Successful applicants will receive comprehensive training and support to enhance their skills and effectiveness in helping clients with complex financial planning needs.

Financial Adviser - Oxford

Starting at £50k dependent on skills & experience + Car/allowance + Bonus (OTE £73K)A new opportunity for an experienced home-based Financial Advisor specialising in particular market.

As a Financial Advisor you will provide financial advice to both new and existing customers, according to statutory, regulatory and compliance requirements. You will actively promote the full range of products supplied in a professional manner.

About You

You will already have a solid commercial background and a proven track record of delivering sound financial advice. You will be self-motivated and able to manage and build business and possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.

It is key that you are Level 4 Diploma qualified and working towards Chartered status.

Comprehensive knowledge and training from the outset.

Package on Offer

  • A competitive basic salary of circa £50,000 depending experience, with significant salary progression opportunities
  • Participation in quarterly and annual bonus schemes
  • Realistic on-target earnings of circa £73,000 in your first year
  • 25 days holiday (plus Bank Holidays)
  • Company car or car allowance
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.