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Wealth advisor: new client onboarding & planning

Oxford
Idex Consulting
Planner
Posted: 2 March
Offer description

A national financial planning company is seeking a qualified Personal Wealth Adviser in Oxford. This role focuses on onboarding new clients through a reliable referral network, ensuring high-quality advice across pensions, investments, and protection. The successful candidate will enjoy a competitive salary, a discretionary bonus structure, and benefits such as enhanced pension contributions and private medical cover, all while maintaining a commitment to client-first financial planning.
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