J&T Business Consulting
Financial Paraplanner - CII Qualified
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Financial Adviser / Wealth Manager, Oxfordshire / London
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.
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- 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 a 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
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