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- Tasks: Provide top-notch wealth management advice and build strong client relationships.
- Company: Fast-growing, owner-managed wealth management firm in Oxfordshire and London.
- Benefits: Competitive salary, bonuses, equity opportunities, and flexible working arrangements.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 or 6 CII qualification and experience with high-net-worth clients.
- Other info: Exciting career growth potential in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
This is a fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing, owner managed wealth management and private office firm located in Oxfordshire and London.
About the role:
The role will be primarily focused on providing the full spectrum of wealth management advice to the firm’s clients. This will include investment advice, financial planning advice, cash flow modelling, pension and insurance advice. Your time will be split between the office in Oxfordshire, client and business development meetings in the surrounding area, London and elsewhere. You will be able to work from home up to two days a week following the completion of a probation period. There will be the opportunity to earn into the firm’s equity after a defined period depending on performance. Competitive salary, bonus and benefits.
What we look for:
- Level 4 or 6 qualified CII professional
- Proven ability to advise clients in the HNW / UHNW space (£2m - £30m of investable assets)
- For more senior applicants, a proven ability to originate HNW clients and grow a client book
- At least 2 years in a CF30 role
- High quality advisory and client service skills
- First class presentation, written and communication skills
- Graduate preferred with 2.2 degree or better
- Strong work ethic and enthusiasm to be on an exciting journey
- An enquiring mind and the willingness to engage in all aspects of building a high quality advisory business
Financial Advisor in Banbury employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Banbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and skills. Share success stories from your previous roles that demonstrate your ability to advise high-net-worth clients. We want to see your passion for wealth management shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their client base, and be ready to discuss how you can add value. We recommend practising common interview questions and preparing some insightful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly!
We think you need these skills to ace Financial Advisor in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in wealth management and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share your passion for financial advising and how you can contribute to our growth.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've helped clients or grown a client book. We love seeing results and impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth management and investment strategies. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, as this will showcase your expertise.
✨Showcase Your Client Skills
Since the role involves high-net-worth clients, be ready to demonstrate your ability to build relationships and provide exceptional service. Share examples of how you've developed client trust and satisfaction in previous roles.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, such as cash flow modelling or pension advice. Practise articulating your thought process clearly, as this will reflect your analytical skills and confidence in handling complex financial matters.
✨Engage with Enthusiasm
Show your passion for the industry and the role. Discuss your vision for contributing to the firm's growth and how you plan to engage with clients. A positive attitude can make a significant difference in how interviewers perceive you.
