Ambitious Financial Adviser: Holistic Planning & Growth

St. James's Place; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Job summary

St. James’s Place in Glasgow and East Kilbride seeks an ambitious financial adviser to provide holistic financial planning advice to private and corporate clients across the UK.

You will build and maintain strong client relationships, meet clients in person and over the phone, and work toward targets in a collaborative environment. The role offers training and support to develop your own business, client book, and network within a leading UK wealth manager.

Qualifications

• Ambitious, proactive professional seeking progression in financial advising.
• Customer-centric mindset essential for understanding client needs and objectives.
• Ability to build strong client relationships and understand financial goals.
• Capable of working toward targets and delivering quality outcomes.
• Team player with collaborative approach to business development.

Responsibilities

• Provide holistic financial planning advice to clients.
• Develop relationships with private and corporate clients across the UK.
• Meet clients in person or over the phone to understand circumstances.
• Contribute to lead generation and grow the client bank.
• Work with supported processes to deliver true financial advice.

Skills

Client relationships

Communication

Sales oriented

Proactive mindset

Networking

Job description

St. James’s Place in Glasgow and East Kilbride seeks an ambitious financial adviser to provide holistic financial planning advice to private and corporate clients across the UK.

You will build and maintain strong client relationships, meet clients in person and over the phone, and work toward targets in a collaborative environment. The role offers training and support to develop your own business, client book, and network within a leading UK wealth manager.