Financial Advisor

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

Are you an ambitious professional looking to progress your career?

Glasgow | East Kilbride

St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.

Operating around Glasgow, some of our largest and top performing practices have further expansion plans and are 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:

• 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 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. 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.