Independent Financial Adviser covering Lincolnshire, Rutland, Cambridgeshire and Northamptonshire

At Golden Oak Wealth Management, we are always keen to hear from individuals working in the financial services industry, who may be looking for their next opportunity in an advice role, as well as paraplanners and administrative support. If you are committed to helping people and providing holistic financial advice, and want to be part of a great team, then we would love to hear from you!

Are you experienced in:

  • Pensions and retirement planning
  • Investment planning
  • Estate planning and Inheritance Tax
  • Personal and business protection
  • Corporate advice

If you have:

  • A ‘customer first’ attitude
  • Experience of providing financial advice to sophisticated high-net worth individuals
  • Level 4 qualifications or higher (or working towards)
  • A high degree of technical knowledge
  • Excellent attention to detail
  • A flawless compliance/complaints history

…then please get in touch! Please email your CV to info@goldenoakwealth.co.uk. All applications will be treated in the strictest confidence.

No agencies please.

Paraplanner

Are you an experienced Paraplanner looking to join a firm of Independent Financial Advisers in Stamford? If so, we would love to hear from you!

We are a fast-growing firm of Independent Financial Planners, providing investment, pension, protection, and inheritance tax advice in the heart of Stamford, Lincolnshire. We are looking to recruit an experienced Paraplanner to join our team, on either a full-time or part-time basis.

The successful candidate will receive a competitive salary, pension scheme, and opportunities for career progression to match their aims and ambitions.

The role will involve supporting our Financial Advisers, undertaking research of products from the whole of the market and preparing suitability reports in accordance with FCA regulations. You will be responsible for providing technical support to the advisers, and co-ordinating their work to ensure clients continue to receive first-class service.

Ideally, you will have:

  • 3+ years financial services experience
  • Diploma in Financial Planning, or working towards your qualifications
  • Excellent interpersonal skills
  • A drive to exceed expectations and deliver outstanding customer service

Please get in touch by emailing your CV to info@goldenoakwealth.co.uk. All applications will be treated in the strictest confidence.

Acquisitions

Are you a financial adviser who is considering retiring and want to find a Wealth Management company who will care for your clients as much you do? We are always happy to discuss acquisitions and to see how we can help in transitioning your exit without disruption to you or your clients.

Partnerships

Our clients often have complicated needs and where appropriate we introduce them to other trusted professionals, so that we can work together to ensure the right outcomes. We engage with Solicitors, Accountants, Insurance Brokers and other professional service providers on an FCA compliant referral basis. We would also be glad to discuss new joint ventures.

Menu