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- Tasks: Provide comprehensive wealth management advice to clients, including investments and financial planning.
- Company: Dynamic financial firm with a focus on high-net-worth clients.
- Benefits: Competitive salary, bonuses, equity opportunities, and flexible remote work options.
- Why this job: Join a rewarding journey in finance, helping clients grow their wealth and secure their futures.
- Qualifications: CII Level 4 or 6 qualified with experience in advising high-net-worth clients.
- Other info: Exciting career growth potential in a supportive and engaging environment.
The predicted salary is between 36000 - 60000 £ per year.
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. After the probation period, you will be able to work from home up to two days a week. There will be the opportunity to earn into the firm’s equity after a defined period depending on performance, with 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 a 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
Seniority level: Not applicable
Employment type: Full‑time
Job function: Finance
Financial Planner 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 Planner in Banbury
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops to meet potential clients and other professionals. We can’t stress enough how important it is to build those connections in the HNW/UHNW space.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning and wealth management. Whether it's blog posts or social media updates, let us see your skills in action.
✨Tip Number 3
Practice your pitch! When you get the chance to meet clients, make sure you can clearly articulate your value proposition. We want to hear how you can help them achieve their financial goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planner in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your qualifications, especially if you have Level 4 or 6 CII credentials, and showcase your experience in advising HNW clients. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your experience makes you a perfect fit for our team. Don’t forget to mention your enthusiasm for building a high-quality advisory business!
Showcase Your Communication Skills: Since this role requires first-class written and communication skills, make sure your application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We love a bit of character!
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 the role. Plus, it shows us you’re keen on joining our exciting journey!
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, investment advice, and cash flow modelling. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely passionate about the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully advised HNW clients or grown a client book. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Practice Your Presentation Skills
Since this role requires first-class presentation skills, consider doing mock interviews with friends or colleagues. Focus on clear communication and engaging storytelling to make your points memorable.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and client development. This shows your interest in the company and helps you assess if it's the right fit for you.
