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Client:
Oasis Crescent
Location:
bolton, greater manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
Join a growing, purpose-driven wealth management firm delivering long-term value to UK investors. We’re looking for a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK.
What You’ll Do
1. Client Engagement & Prospecting
* Identify and engage with new retail and institutional clients
* Travel across the UK to build your client base and promote our investment solutions
* Represent our brand in local communities and marketing campaigns
* Conduct fact-finding, needs analysis, and risk assessment
* Deliver tailored financial advice on UCITS funds, SIPPs, and ISAs
* Prepare and implement recommendations with ongoing service reviews
3. Product Knowledge & Research
* Stay informed on financial markets, legislation, and ethical investment trends
* Advise confidently on retirement planning, tax optimisation, and financial protection
4. Compliance & Administration
* Maintain accurate client records and documentation in line with FCA and AML standards
* Adhere to RDR and Treating Customers Fairly (TCF) principles
* Support company reporting, compliance, and performance tracking
5. Relationship Management
* Build long-term, trust-based relationships with clients
* Offer consistent support and strategic financial guidance over time
Requirements
* Bachelor’s Degree from a reputable University
* Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI)
* Valid Statement of Professional Standing (SPS)
* Knowledge of UK tax, retirement savings, and investment products
* Strong interpersonal and communication skills
* Self-driven, target-oriented, and confident in lead generation
* Willingness to travel (including 2 weeks every 2 months outside London)
* Full UK driving licence
We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment.
Help people plan their futures. Grow a career with purpose.
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