Financial Adviser

JR United Kingdom; Manchester; On-site; GBP 25,000 - 50,000; Full time

Job summary

A leading wealth management company in Manchester is seeking an experienced or aspiring financial adviser. The role emphasizes client engagement, relationship building, and the provision of financial advice. With comprehensive support and training, you will focus on helping clients meet their financial goals while enjoying a collaborative work environment.

Benefits

Bespoke support for transition

Existing client servicing opportunities

Investment management approach access

Sales and marketing support

Qualifications

• Proactive, energetic, and ambitious individual.
• Ability to engage successfully with new leads.
• Experience in building professional relationships.

Responsibilities

• Engaging with clients both in person and over the phone.
• Developing rapport to understand clients' financial objectives.
• Maximizing the potential of every opportunity.

Skills

Proactivity

Customer centric approach

Relationship building

Efficiency in target working

Focus on best practice

Job description

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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