Wealth Manager & Financial Planning Lead

J&T Business Consulting

A wealth management firm in the Greater London area is seeking an experienced Financial Adviser / Wealth Manager. The role encompasses providing comprehensive investment and financial planning...

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Wealth Manager & Financial Planning Lead

J&T Business Consulting

Updated 13 hours ago
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England Remote 📅 2026-03-29

About this role

A wealth management firm in the Greater London area is seeking an experienced Financial Adviser / Wealth Manager. The role encompasses providing comprehensive investment and financial planning advice to high-net-worth clients, with responsibilities divided between the Oxfordshire office and client m

About the Company

J&T Business Consulting is a wealth management firm specialising in bespoke financial services for high-net-worth individuals.

Key Highlights

  • Remote and hybrid working options available
  • Focus on high-net-worth clients
  • Comprehensive investment and financial planning advice
  • Opportunity to work between Oxfordshire office and client locations
  • Collaborative environment within a growing firm

💡 Honest Take: While the role offers flexibility and the chance to work with affluent clients, potential applicants should consider the demands of providing high-level financial advice in a competitive market.

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