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- 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: Level 4 or 6 CII qualification and experience with high-net-worth clients.
- Other info: Exciting career growth potential in a supportive environment.
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 Planner 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
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or local meetups related to wealth management. Building connections can lead to referrals and job opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills in financial planning. Share insights on social media or write articles about investment strategies. This not only showcases your knowledge but also attracts potential employers.
✨Ace the Informational Interview
Don’t hesitate to reach out for informational interviews with professionals in the field. It’s a great way to learn more about the industry and can sometimes lead to job offers. Plus, it shows your initiative!
✨Apply Through Our Website
When you find a role that excites you, apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to tailor your application to highlight how you can contribute to our growth.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in wealth management and any relevant qualifications, like your CII certifications. 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 financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Client Success Stories: If you've got examples of how you've successfully advised HNW clients or grown a client book, share those stories! We’re interested in your proven ability to deliver results and build relationships, so don’t hold back.
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 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 high-net-worth clients. Highlight your ability to grow a client book and any innovative strategies you've implemented. This will demonstrate your capability to thrive in a CF30 role.
✨Practice Your Presentation Skills
Since first-class communication is key, 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 complex financial concepts in an engaging way.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and their vision for growth. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career goals.
