Financial Paraplanner - CII Qualified

J&T Business Consulting; Greater London; Sur place; Plein temps

Avantages offerts par ce poste

Competitive salary

Bonus opportunities

Equity participation after performance review

Résumé du poste

A growing wealth management firm in the United Kingdom seeks an experienced Financial Adviser / Wealth Manager. The role involves providing a full spectrum of wealth management advice to high-net-worth clients, including investment and financial planning. Candidates should have CII qualifications and a proven track record in client advising within the HNW/UHNW space. The position offers a competitive salary, potential bonuses, and equity opportunities. Flexible work arrangements are available post-probation.

Qualifications

• Proven ability to advise clients in the HNW/UHNW space (£2m - £30m).
• At least 2 years in a CF30 role.
• Strong work ethic and enthusiasm to build a high-quality advisory business.

Responsabilités

• Provide comprehensive wealth management advice to clients.
• Split time between office in Oxfordshire and client meetings.
• Opportunity to earn into the firm's equity depending on performance.

Connaissances

Wealth management advice

Investment advice

Financial planning advice

Client service skills

Presentation skills

Written communication skills

Formation

Level 4 or 6 qualified CII professional

Graduate preferred with 2.2 degree or better

Description du poste

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.

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