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Permanent

Financial Adviser

Synchronicity Group
Oxfordshire
money-bag £70000 Annual
Posted: 11 August 2026 (Today)
Closing date: 10 September 2026
Ref: 3153472971

Financial Adviser, Oxfordshire. Highly Competitive Salary, plus Bonus and BenefitsWe are working with a Chartered firm who is looking to appoint a qualified Financial Adviser to cover Oxfordshire and the surrounding areas.This is an employed role within a well-established, growing organisation that focuses on building, developing and maintaining excellent client relationships.The role:Manage existing client relationships and build new businessBenefit from a consistent flow of high-quality leads through established introducers and an internal lead and referral network, allowing you to focus on delivering advice rather than self-generating businessDeliver holistic financial planning advice across pensions, investments and protectionPromote the value of ongoing advice and long-term financial planningMaintain high professional and regulatory standards, including Consumer Duty obligationsInitially focus on converting leads provided; after an initial period, you will be allocated an existing client bank to manageAbout you:Chartered status or progressing towardsStrong track record of building and maintaining lasting client relationships and creating comprehensive financial plansBroad knowledge across pensions, investments and protectionConfident communicator with strong organisational skillsFor further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth. ..... full job details .....

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