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- Tasks: Provide comprehensive wealth management advice to clients, including investment and financial planning.
- Company: Fast-growing, owner-managed wealth management firm in Oxfordshire and London.
- Benefits: Competitive salary, bonuses, equity opportunities, and flexible remote work.
- Other info: Exciting career growth potential and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the wealth management sector.
- Qualifications: Level 4 or 6 CII qualification and experience advising high-net-worth clients.
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.
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 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
A full job description will be available on request. Note: you must be resident in the UK to apply for this role.
Please apply by emailing William Proger, CEO: will@williampartners.co.uk
Independent Financial Advisor employer: William & Partners
Contact Detail:
William & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
Consider hosting a webinar or writing articles related to wealth management. This not only demonstrates your knowledge but also positions you as a thought leader in the field. We want to see your passion and expertise shine through!
✨Ace the Informational Interview
If you can, set up informal chats with current financial advisors or wealth managers. Ask them about their experiences and seek advice. This can give you valuable insights and might even lead to job opportunities. We love seeing proactive candidates!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows initiative and makes it easier for us to track your application. Plus, we’re always on the lookout for passionate individuals ready to join our exciting journey!
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications, especially if you have Level 4 or 6 CII credentials, and showcase your experience with HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention your passion for wealth management and how your background aligns with our firm's values and goals.
Showcase Your Communication Skills: Since first-class communication is key in this role, ensure your application is well-written and free of errors. This is your opportunity to demonstrate your written skills right from the start!
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!
How to prepare for a job interview at William & Partners
✨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 where you've successfully advised clients, particularly in the HNW/UHNW space.
✨Showcase Your Communication Skills
As a financial adviser, your ability to communicate complex information clearly is crucial. Practice explaining financial concepts in simple terms, and be ready to demonstrate your presentation skills during the interview.
✨Demonstrate Your Client-Centric Approach
Think of examples where you've gone above and beyond for clients. Highlight your advisory and client service skills by sharing stories that showcase your dedication to building strong relationships and delivering tailored advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and client development. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.