At a Glance
- Tasks: Provide comprehensive wealth management advice to high-net-worth clients.
- Company: Fast-growing, owner-managed wealth management firm in Oxfordshire and London.
- Benefits: Competitive salary, bonuses, equity opportunities, and flexible remote work.
- Other info: Exciting career growth potential in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: CII Level 4 or 6 qualified with experience in HNW client advisory.
The predicted salary is between 48000 - 72000 £ 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 - CII Qualified in Banbury employer: J&T Business Consulting
Join a dynamic and rapidly growing wealth management firm in Banbury, where your expertise as a Financial Advisor will be valued and rewarded. With a strong focus on employee development, you will have the opportunity to earn equity in the firm and enjoy a flexible work environment that promotes a healthy work-life balance. Our collaborative culture fosters innovation and excellence, making it an ideal place for high-achieving professionals looking to make a meaningful impact in the financial sector.
Contact Details:
J&T Business Consulting Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor / Wealth Manager - CII Qualified in Banbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Bring along examples of your work or case studies that highlight your success in wealth management. We want to see how you can add value!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to follow up! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show you were engaged and interested.
✨Apply Through Our Website
If you’re keen on joining us, make sure to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Advisor / Wealth Manager - CII Qualified 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 is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your advisory skills and your enthusiasm for wealth management.
Showcase Your Communication Skills:Since this role requires first-class communication skills, make sure your application reflects that. Keep your language clear and professional, and double-check for any typos or errors before submitting.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
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 where you've successfully advised clients, particularly in the HNW/UHNW space.
✨Showcase Your Communication Skills
As a Financial Advisor, your ability to communicate complex information clearly is crucial. Practice explaining financial concepts in simple terms, and be ready to demonstrate your presentation skills during the interview.
✨Demonstrate Your Client-Centric Approach
Think of examples where you've gone above and beyond for clients. Highlight your advisory and client service skills by sharing stories that showcase your dedication to understanding and meeting client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and client acquisition. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
