Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide comprehensive wealth management advice and develop 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: CII Level 4 or 6 qualified with experience in high-net-worth advisory.
- Other info: Exciting career growth potential in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
Banbury, United Kingdom | Posted on 02/06/2026
Work Experience: 8-10 years of experience in Transaction Services
City: Banbury
State/Province: City of London
Country: United Kingdom
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 Paraplanner - CII Qualified 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 Paraplanner - 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!
✨Ace the Informational Interview
Set up informal chats with professionals in the wealth management space. This is your chance to learn more about the role and the company culture while showcasing your enthusiasm. Plus, it could lead to job opportunities down the line!
✨Showcase Your Skills
Prepare a portfolio or case studies that highlight your advisory skills and past successes. When you get the chance to meet with potential employers, having tangible examples of your work can really set you apart from the competition.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by our hiring team. Let’s get you that dream job!
We think you need these skills to ace Financial Paraplanner - CII Qualified in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Paraplanner role. Highlight your CII qualifications and relevant experience in wealth management. 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 passionate about wealth management and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client book or providing exceptional service, we want to know how you've made an impact in your previous roles.
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 where you've successfully advised clients, particularly in the HNW/UHNW space.
✨Showcase Your Communication Skills
Since this role requires first-class presentation and communication skills, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or using video to record yourself and refine your delivery.
✨Demonstrate Your Client-Centric Approach
Be ready to share examples of how you've built strong relationships with clients in the past. Highlight your ability to understand their needs and tailor your advice accordingly, as this is crucial for success in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and client development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
