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For Companies At a Glance
- Tasks: Provide comprehensive wealth management advice and build client relationships.
- Company: Fast-growing, owner-managed wealth management firm in Oxfordshire and London.
- Benefits: Competitive salary, bonuses, equity opportunities, and flexible remote work.
- 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 and the chance to shape a high-quality advisory business.
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 / Wealth Manager 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 / Wealth Manager in Banbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, seminars, or even casual meet-ups. The more you engage with potential clients and other professionals, the better your chances of landing that dream role.
✨Showcase Your Expertise
Don’t just talk about your qualifications; demonstrate them! Share insights on social media, write articles, or even host webinars. This will position you as a knowledgeable professional in wealth management and attract the right opportunities.
✨Ace the Informational Interview
Reach out to firms you admire and ask for informational interviews. This isn’t just about getting a job; it’s about learning and making connections. Plus, it shows your genuine interest in their work and can lead to future opportunities.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Financial Advisor / Wealth Manager in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Advisor / Wealth Manager. Highlight your relevant experience, especially in advising HNW clients and any qualifications you have that match the job description.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for wealth management and how your skills can contribute to our firm’s growth. Be genuine and let your personality shine through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully advised clients or grown a client book. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
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, particularly in the HNW/UHNW space.
✨Showcase Your Client Skills
Since this role is all about client interaction, think of examples that highlight your advisory and client service skills. Prepare to share how you've built relationships and trust with clients, as well as how you've handled challenging situations.
✨Be Ready for Technical Questions
Expect some technical questions related to cash flow modelling, pension advice, and insurance. Brush up on these topics and be ready to explain your thought process clearly and confidently.
✨Demonstrate Your Enthusiasm
This firm is looking for someone with a strong work ethic and enthusiasm for building a high-quality advisory business. Show your passion for the industry and your eagerness to contribute to their growth during the interview.
