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- Tasks: Provide top-notch wealth management advice and build strong 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 and the chance to shape 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 Wealth Manager 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 Wealth Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in wealth management. Whether it’s writing articles, sharing insights on social media, or even hosting webinars, let’s make sure everyone knows you’re the go-to person for financial advice.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential clients, have a clear and engaging way to present your services. We want to make sure you can communicate your value effectively and leave a lasting impression.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Financial Advisor Wealth Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor / Wealth Manager role. Highlight your relevant experience, especially in advising HNW clients and any qualifications you have. 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. Be genuine and let your personality come through – we love that!
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. Plus, it’s super easy!
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 Client Skills
Since this role is all about client interaction, think of examples that highlight your advisory and client service skills. Prepare to share how you've built relationships and trust with clients, as well as how you've handled challenging situations.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that test your problem-solving abilities. Practice articulating your thought process when advising clients on complex financial matters, such as cash flow modelling or pension advice.
✨Demonstrate Your Enthusiasm
Let your passion for wealth management shine through! Talk about why you're excited about this opportunity and how you see yourself contributing to the firm's growth. A strong work ethic and enthusiasm can set you apart from other candidates.
