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About the Role
This role focuses on providing comprehensive wealth management advice to clients, including investment, financial planning, cash flow modeling, pension, and insurance advice. The position involves travel to client meetings and offers a hybrid work arrangement after probation.
Responsibilities
- Provide the full spectrum of wealth management advice to clients
- Offer investment advice
- Provide financial planning advice
- Conduct cash flow modelling
- Give pension and insurance advice
- Travel to client and business development meetings in Oxfordshire, London, and elsewhere
Requirements
- Level 4 or 6 qualified CII professional
- Proven ability to advise clients in the HNW / UHNW space (£2m - £30m of investable assets)
- Proven ability to originate HNW clients and grow a client book (for more senior applicants)
- 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
- An enquiring mind and willingness to engage in all aspects of building a high quality advisory business
Skills
- Wealth management advice
- Investment advice
- Financial planning
- Cash flow modelling
- Pension advice
- Insurance advice
- Client advisory
- Client service
- Presentation skills
- Written communication
- Verbal communication
Location
- Oxfordshire
- London
Work Type
- Hybrid
- Full-time
Experience Level
- 2+ years in a CF30 role
- Senior applicants
Education Level
- Level 4 or 6 qualified CII professional
- Graduate preferred with 2.2 degree or better
Salary/Compensations
- Competitive salary
- Bonus
Benefits
- Competitive benefits
- Opportunity to earn into the firm’s equity after a defined period
About the Company
- Fast growing, owner managed wealth management and private office firm