Job Description
Wealth Manager
Location: Oxfordshire (hybrid) with travel to London & client sites
Salary: £75,000 – £100,000 + Bonus + Equity Opportunity
We are seeking an accomplished Senior Wealth Manager/Wealth Manager or Financial Adviser to join a dynamic, owner-managed wealth management and private office firm operating across Oxfordshire and London. This is a rare opportunity to play a pivotal role in a rapidly expanding business with a strong entrepreneurial culture and a clear path to equity participation.
The Role
You will deliver the full breadth of wealth management and financial planning services to an established and growing client base. This includes:
1. Providing the full spectrum of wealth management and financial planning advice to the firm’s clients, including investment, pension, insurance, and cash flow planning.
2. Take on a lead adviser role for a significant portion of the firm’s £130m+ client portfolio, working closely with the CEO and Founder to transition and deepen client relationships.
3. Focus primarily on servicing, advising, and expanding opportunities within the existing client base, ...