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- 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.
- 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 in HNW client advisory.
- Other info: Exciting career growth with the 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 Advisor in London 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 Advisor in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might lead you to your next opportunity!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in wealth management and client advisory. Share insights, write articles, or even host webinars. This not only positions you as a knowledgeable professional but also attracts potential employers.
✨Tip Number 3
Prepare for interviews like it’s the final exam! Research the company thoroughly, understand their values, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this chance to land your dream job!
We think you need these skills to ace Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in wealth management and any relevant qualifications. 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 tell us why you're passionate about wealth management and how you can contribute to our team. Keep it engaging and personal – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client book or providing exceptional service, let us 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 your application 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 or scenarios where you've successfully advised clients, particularly in the HNW/UHNW space.
✨Showcase Your Communication Skills
As a Financial Advisor, you'll need to demonstrate excellent communication skills. Practice explaining complex financial concepts in simple terms. During the interview, engage with your interviewer by asking questions and showing genuine interest in their firm’s approach.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of examples from your past experience where you’ve had to navigate challenging client situations or develop tailored financial plans. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Research the Firm
Take the time to understand the firm’s values, culture, and the specific services they offer. This will not only help you tailor your responses but also show that you're genuinely interested in being part of their team. Mention how your goals align with theirs during the interview.
