Financial Adviser

Financial Adviser Location: Oxfordshire / Wiltshire Region (Primarily Remote)

Salary: up to 55k + DOE + Bonus

Working Pattern: Primarily Remote with Occasional Travel to Wiltshire

The Opportunity An established and growing wealth management firm is looking to appoint a Financial Adviser to join its collaborative and client-focused team. This is an excellent opportunity for an adviser looking to join a business that places genuine emphasis on long-term client relationships, quality advice, and internal progression.

The business has a strong presence across the South West, with continued growth plans in the Oxfordshire region. The successful candidate will initially integrate into the Wiltshire team whilst helping develop and grow a client bank within Oxfordshire.

This position would suit an adviser who enjoys working within a close-knit environment, values relationship-led financial planning, and is looking for long-term progression within a supportive business.

The Role • Deliver holistic financial planning advice to clients.

• Build and maintain long-term client relationships.


• Work closely with planners, advisers, and wider support teams.


• Attend client meetings both remotely and face-to-face.


• Contribute towards business development and growth initiatives.


• Support the continued development of the Oxfordshire client base.


• Operate as part of a collaborative advisory team rather than an isolated individual adviser model.

Working Arrangement • Initially a predominantly remote position.

• Occasional travel required to the Wiltshire office for team collaboration and meetings.


• Flexibility to attend client meetings across Oxfordshire as required.


• Longer-term opportunity to help establish and grow the Oxfordshire presence.

Candidate Profile • Level 4 Diploma qualified as a minimum.

• Previous experience within a Financial Adviser position.


• Comfortable managing and developing client relationships.


• Commercially minded with strong interpersonal skills.


• Confident in front of clients and capable of building trust quickly.


• Strong relationship-building and business development abilities.


• Motivated by progression and long-term career growth.


• Open to regional travel where required.

What’s on Offer • Competitive basic salary dependent on experience.

• Bonus structure linked to new business and fee income generation.


• Hybrid and flexible working arrangements.


• Strong internal support structure and collaborative culture.


• Long-term progression opportunities.


• Support towards Chartered status if desired.


• Established infrastructure and client support functions in place.

Apply If you are an experienced Adviser looking for a new opportunity within a progressive independent firm, we would be keen to hear from you. Please apply with your CV for consideration.

If this role is not quite the right fit, we work on a range of opportunities across the South West, so please feel free to get in touch confidentially.

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