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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 wealth management.
- Qualifications: CII Level 4 or 6 qualified with experience in HNW client advisory.
- Other info: Exciting career growth and the chance to build a high-quality advisory business.
The predicted salary is between 36000 - 60000 £ per year.
London, United Kingdom | Posted on 01/29/2026
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 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 Paraplanner - CII Qualified 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 have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience in wealth management and client advisory. When you get the chance to meet potential employers, having tangible examples of your work can really set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock interviews with friends or mentors. Focus on articulating your experience with HNW clients and your approach to financial planning. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace Financial Paraplanner - CII Qualified in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Paraplanner role. Highlight your CII qualifications and any relevant experience in wealth management. 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. Keep it concise but engaging – we love a good story!
Showcase Your Client Skills: Since this role involves advising high-net-worth clients, make sure to showcase your client service skills. Share examples of how you've successfully managed client relationships in the past. We want to know how you connect with clients!
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 get all the updates. Plus, it shows you're keen on joining our team at StudySmarter!
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 CII qualified is great, but being able to discuss real-world applications of your knowledge will impress the interviewers.
✨Showcase Your Client Skills
Prepare examples that highlight your experience with high-net-worth clients. Think about specific situations where you provided exceptional service or advice. This will demonstrate your ability to thrive in a CF30 role and your understanding of the HNW/UHNW space.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical client situations. Practice how you would handle various scenarios, such as advising a client on pension options or managing their investment portfolio. This shows your problem-solving skills and your approach to client care.
✨Engage and Ask Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s culture, growth opportunities, and their approach to client management. This not only shows your interest but also helps you gauge if this is the right fit for you.
