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Senior Financial Planner - £40-50M AUM to inherit, Oxford

  • Competitive

  • Ref


  • Contact Name |James Woods

A high quality, mid-sized, national Financial Planning firm are looking for an experienced Financial Planner to take over a client base of £40-50M AUM from a Director in their Oxford office, and convert private clients referrals from their employee benefits business. Whilst being part of a larger group, they have a great culture and small company feel, and have always been advocates of agile working. The role is employed with very competitive salary, benefits and bonuses.


CONTACT US 0113 274 3000