Financial Advisor

WSR ·www.wsrs.co.uk

Location Olney, Milton Keynes
Work type Hybrid
Salary USD 65,000 / year
Type Full time
Level Mid
Source Shazamme
Financial Services
Apply direct

Financial Advisor

WSR are recruiting for a Financial Advisor for our client based in Olney
Location: Olney, Milton Keynes (Flexible Working Available)
Salary: Up to £65K + Uncapped Bonus

An exciting opportunity has arisen with a growing and well-established tax and wealth management company based in Olney. Due to continued success, they are looking to expand their Financial Planning team with an experienced Financial Advisor.

This role offers the chance to work with an existing client base while also developing new business, supporting clients across investments, pensions, and estate planning, as well as advising SMEs on pension and protection solutions.

Key Responsibilities

  • Manage and develop an existing client portfolio
  • Generate new business opportunities
  • Assess client financial situations and deliver tailored financial plans
  • Provide advice on pensions, investments, and estate planning
  • Build and maintain strong client relationships
  • Ensure compliance with industry regulations and stay up to date with financial legislation

Requirements

  • Previous experience as a Financial Advisor
  • Strong communication and relationship management skills
  • Ability to generate leads and grow a client base
  • Level 4 Diploma in Financial Planning (or working towards)
  • Knowledge of pension and investment advice

Desirable

  • Experience within financial services
  • Working towards Chartered status
  • Familiarity with systems such as Dynamic Planner, Intelligent Office, or Selecta Pension
  • Adaptable and proactive approach

Benefits

  • Uncapped bonus potential
  • Paraplanning support provided
  • Pension and death in service benefits (after probation)
  • Ongoing career development and progression
  • Option to work on a self-employed basis

If you are an ambitious Financial Advisor looking to join a supportive and growing business, we would like to hear from you.

Click ‘APPLY NOW’ or call the WSR Team on 01908 616184 for more information.

We appreciate the time and effort invested in your application. While we aim to respond to all applicants promptly, if you do not hear from us within 10 days, please assume your application has not been successful on this occasion. We will, however, retain your CV and review it against future opportunities.

Frequently asked questions

Who is hiring for the Financial Advisor role?
WSR is hiring for the Financial Advisor position, a Shazamme client. Apply directly on the employer's career site.
Where is the Financial Advisor job located?
The Financial Advisor role with WSR is based in Olney, US. The role is hybrid-friendly.
Is the Financial Advisor role remote?
Yes — the Financial Advisor position at WSR is hybrid. Candidates based in US are preferred.
What does the Financial Advisor role pay?
WSR lists the Financial Advisor role at up to USD 65,000 per year.
Is the Financial Advisor role full-time or contract?
This is a full time position at WSR.
What experience level is the Financial Advisor role?
The Financial Advisor position is aimed at mid-level candidates.
How do I apply for the Financial Advisor role at WSR?
Apply directly on WSR's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct