Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 advising high-net-worth clients.
- Other info: Exciting career growth potential in a supportive environment.
The predicted salary is between 43200 - 72000 £ 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 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 Planner in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential mentors or peers. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in wealth management. Share insightful articles, engage in discussions, and even consider hosting webinars. This will not only boost your visibility but also demonstrate your knowledge to potential employers.
✨Tip Number 3
Prepare for interviews like it’s the big game! Research the company thoroughly, understand their client base, and be ready to discuss how you can add value. Practice common interview questions and prepare some thoughtful queries of your own to show you’re genuinely interested.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented financial planners like you. Keep an eye on our listings and make sure your application stands out by tailoring it to each role you’re interested in.
We think you need these skills to ace Financial Planner in London
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. 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 financial planning 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, investment strategies, and cash flow modelling. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨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 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 their vision for growth. This not only shows your interest in the company but also gives you a chance to assess if it's the right fit for you.
