Wealth Planner (Oxford) - South West

Basic to £70,000 + benefits and bonus - Financial Advice
Ref: 449 Date Posted: Monday 14 Sep 2020
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Role:                        Wealth Planner

Location;                   Oxford

Remuneration:        Basic to £70,000 + benefits and bonus


Excellent opportunity to join an established IFA business, with no requirement to bring clients.

The MD is leaving the business (and the industry) and their clients will be split between the 3 other advisers and you.  You will therefore benefit from inheriting a loyal and established client base.

You will be expected to develop this base and there are a number of ways of achieving this, which includes:

  1. Increasing business from the existing client base, via new business and referrals
  2. Re-connecting to the professional introducers who have in the past supported the business
  3. Benefiting from an established marketing team

You will also have the support of an established paraplanning team and support staff.

This is therefore a mixed role, combining relationship management and business development.

Ideally you will be Chartered, or close to being Chartered.

For additional information please call David on 0797 999 6365 , or email david@keillar.com