JohnstonGreer
Published
01/05/2020
Location
Oxford, United Kingdom
Category
Job Type

Description

Basic up to £50,000 (OTE: £80,000) plus a good benefits package

Experienced Financial Adviser required by one of the UK's major building societies that provides personal advice to HNW private clients and business owners. The firm is well known for it's customer service standards and top quality advice and an excellent working environment.

This is a hybrid role, based three quarters of your time in branch between Aylesbury and Oxford and a quarter of your time home based.

You will operate as part of a team and you will provide financial advice across Investments and Retirement Planning, Protection Insurance and Inheritance Tax Planning. Operating with the firm’s existing client portfolio you will conduct regular financial reviews whilst also dealing with new clients generated through marketing initiatives and branch network support.

Candidates will have a minimum of Level 4 diploma qualification and current or previous experience of working with a banking environment. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

If you are interested in this position, please call John McGibbon on 07770 654 845 or click the apply button below or you can also email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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