Join a leading, fast-growing Wealth Management and Private Office firm offering exceptional career progression and long-term equity opportunities.
Are you an ambitious Wealth Manager or Financial Planner looking to take the next step in your career? This is a fantastic opportunity to join a prestigious, expanding firm based in Oxfordshire, with regular client and business development engagements in London and the surrounding areas.
About the Role
As a key member of the advisory team, you will deliver the full spectrum of holistic wealth management services to the firm’s high-net-worth and ultra-high-net-worth clients. This includes:
* Comprehensive financial planning and investment advice
* Pension, tax, and insurance planning
* Cash flow modelling and long-term wealth strategy
* Supporting client relationships and new business development across Oxfordshire and London
You’ll be based primarily in our Oxfordshire office, with flexibility for remote working up to two days per week (after your probation period).
This role offers a competitive salary, performance-based bonus, benefits package, and a defined pathway to equity participation within the firm.
What We’re Looking For
* Level 6 qualified CII professional (e.g., Diploma in Regulated Financial Planning or equivalent)
* Proven experience advising HNW / UHNW clients (£2m–£30m of investable assets)
* Minimum 2 years’ experience in a CF30 advisory role
* Exceptional client service, communication, and presentation skills
* Graduate (2:2 degree or above preferred)
* Driven, professional, and passionate about delivering excellence in wealth management
* A proactive team player eager to contribute to a growing, high-quality advisory business
Why Join Us?
* Be part of a progressive, client-focused firm with an entrepreneurial culture
* Work directly with sophisticated HNW clients and contribute to strategic growth
* Enjoy genuine work-life balance with hybrid flexibility
* Long-term equity opportunity based on performance and contribution