Financial Adviser

Pinnacle Wealth Management; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Pinnacle Wealth Management is seeking an ambitious Business Acquisition Consultant to join their established team in London. This full-time role involves providing holistic financial advice and building lasting client relationships. Candidates with a proactive mindset and strong relationship-building skills are encouraged to apply, ensuring clients receive tailored financial planning support.

Benefits

Bespoke support and training

Access to distinctive investment management approach

Mentorship from experienced advisers

Streamlined administration

Qualifications

• Proven experience of building strong customer relationships.
• Capability of working to a target efficiently.
• Self-starter who can maximize the support structure.

Responsibilities

• Provide holistic financial planning advice to clients.
• Develop strong professional relationships with clients.
• Engage and build rapport to understand client circumstances.

Skills

Proactive

Customer centric approach

Strong relationship building

Engagement with leads

Job description

Direct message the job poster from Pinnacle Wealth Management

Business Acquisition Consultant at St. James’s Place Wealth Management

Are you an ambitious professional looking to progress your career?

Since establishing in 2013, Pinnacle Wealth Management has helped people and businesses achieve their lifelong ambitions through high quality financial advice. Pinnacle Wealth have supported over 90 talented individuals who at the time, were struggling to find an opportunity in wealth management to build a career.

Since then, Pinnacle Wealth Management have grown into an established Senior Partner Practice of St. James’s Place Wealth Management operating in the top 1% of the FTSE 100 business.

Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

Who we’re looking for:

• Proactive and Ambitious. To take the next steps on your career, can you demonstrate these traits?
• Customer centric approach and mindset.

- Proven experience of building strong customer relationships both over the phone and in person.

- The ability to engage successfully with new leads and new clients efficiently.

- Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives.

• Capability of working to a target efficiently and maximising the potential of every opportunity.
• A sufficient self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
• A focus on best practise, strong team spirit, positive client outcomes and experience.

How Pinnacle Wealth Management will support you:

We will provide bespoke support, to smooth your transition into our business.

• Existing client servicing opportunities with both private and corporate clients
• Access to our distinctive approach to investment management
• The St. James’s Place Advice Guarantee*
• Specialist advice and technical support
• The power of the St. James’s Place brand
• Streamlined administration allowing more face-to-face time with clients

You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. Pinnacle Wealth Management will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.

A highly competitive financial package, including strong initial advice and ongoing advice fee splits. The business has an established structure offering support, mentorship and development from a team of experienced advisers.

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.

If this sounds like the next step for you, please apply above.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Strategy/Planning

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