Financial Adviser

Rhodian Wealth Management Ltd; Manchester; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company seeks a Business Acquisition Consultant to join their team in Manchester. This role involves building strong relationships with clients, focusing on their financial goals, and providing top-tier support from a well-established brand in wealth management. The ideal candidate will be proactive and driven, seeking to make a significant impact in the financial advisory space.

Benefits

Access to distinctive investment management

Specialist advice and technical support

Sales and marketing support

Qualifications

• Proactive, energetic, and ambitious individuals.
• Strong client engagement and rapport building.
• Ability to work efficiently towards targets.

Responsibilities

• Engage and develop strong professional relationships with clients.
• Achieve financial objectives for clients.
• Work with existing client servicing opportunities.

Skills

Proactive

Customer centric

Relationship building

Target-driven

Team spirit

Job description

Direct message the job poster from Rhodian Wealth Management Ltd

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

Based in Manchester, we are ideally located to provide a bespoke, transparent Wealth Management Service to private clients, business owners, trustees and corporate clients within the North of England.

By putting our clients firmly at the heart of everything we do, we are able to build long lasting relationships. This allows us to help our clients achieve not only their own financial objectives, but also provide financial security to their family members so that generations to come can look to the future with confidence and optimism.

Who we’re looking for:

• Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious
• Customer centric approach and mindset
• 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 focus on best practice, strong team spirit, positive client outcomes and experience
• The ability to engage successfully with new leads and new clients efficiently

How SJP 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 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. We 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.

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, Strategy/Planning, and Management

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