Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert wealth management advice and financial planning to high-net-worth clients.
- Company: Leading wealth management firm with a strong presence in Oxfordshire and London.
- Benefits: Competitive salary, bonuses, and equity participation after a defined period.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: At least 2 years in a CF30 role with proven client advisory skills.
- Other info: Hybrid role offering flexibility between office work and client meetings.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm located in Oxfordshire and London is seeking a Financial Adviser/Wealth Manager. This role involves providing comprehensive wealth management advice, including investment and financial planning, while splitting time between the office and client meetings.
Suitable candidates will have at least 2 years in a CF30 role and proven client advisory skills in the high-net-worth sector.
The position offers a competitive salary, bonus, and an opportunity for equity participation after a defined period.
Wealth Manager & Advisor — Hybrid Role with Equity 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 Wealth Manager & Advisor — Hybrid Role with Equity in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your client advisory skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Manager & Advisor role. Plus, it’s a great way to show your commitment to joining our team.
We think you need these skills to ace Wealth Manager & Advisor — Hybrid Role with Equity in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and client advisory roles. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back on showcasing your achievements!
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 your background makes you a perfect fit for our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Relevant Experience: When filling out your application, be sure to highlight any specific experiences that relate to the CF30 role. We’re looking for candidates with proven success in advising high-net-worth clients, so make those experiences stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment strategies. Familiarise yourself with the latest trends in the high-net-worth sector, as well as any recent changes in regulations that could affect your clients.
✨Showcase Your Experience
Be ready to discuss your previous roles in a CF30 capacity. Highlight specific examples where you've successfully advised clients, particularly in complex financial situations. This will demonstrate your capability and build trust with the interviewers.
✨Prepare for Client Scenarios
Expect to be asked how you would handle various client scenarios. Think about different types of clients you’ve worked with and how you tailored your advice to meet their unique needs. This shows your adaptability and client-centric approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.
