Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide comprehensive wealth management advice to clients, including investments and financial planning.
- 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 the wealth management sector.
- Qualifications: CII Level 4 or 6 qualified with experience advising high-net-worth clients.
- Other info: Exciting career growth potential and a chance to build 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 Paraplanner - CII Qualified 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
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your financial planning skills and successful client interactions. This will help you stand out during interviews and demonstrate your value.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your presentation and communication skills. Being confident and articulate can make all the difference when you're in front of potential employers.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Tailor your application to reflect your passion for wealth management and how you can contribute to our team.
We think you need these skills to ace Financial Paraplanner - CII Qualified
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your qualifications, especially your CII credentials, and any relevant experience in wealth management or financial advising.
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 background makes you a perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Client Skills: Since we’re looking for someone with high-quality advisory and client service skills, make sure to include examples of how you've successfully advised clients in the past. This will help us see your potential impact on our firm.
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 don’t miss out on any important updates from us during the process!
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 also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully advised high-net-worth clients. Highlight your ability to grow a client book and any unique strategies you've employed. This will demonstrate your capability and fit for the position.
✨Practice Your Presentation Skills
Since this role requires first-class communication skills, practice presenting your ideas clearly and concisely. You might even want to do a mock interview with a friend or colleague to get comfortable discussing your qualifications and experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and client development. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career goals.
