Wealth Advisor: Grow Your Client Book with Expert Support

St. James's Place; England; Hybrid; GBP 60,000 - 120,000; Full time

Benefits offered by this job

Exceptional marketing support

Job summary

St. James's Place is seeking ambitious individuals who are ready to take the next step in their career as financial advisers. You will join a client-centric environment with opportunities to build a substantial client base, both in person and remotely.

The firm provides bespoke support, existing client servicing opportunities, specialist advice and exceptional marketing support. You will work with well-trained advisers and proven processes to grow your own business.

Qualifications

• Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience

Responsibilities

• Existing client servicing opportunities with private and corporate clients
• Specialist advice and technical support
• Exceptional marketing support
• Streamlined administration allowing more face-to-face time with clients
• You will receive all the training required to build your own business, network and client bank
• Using proven processes and the latest technology to process client cases efficiently

Skills

Client-centric mindset

Proactive & energetic

Ambitious

Relationship building

Self-starter

Team spirit

Client outcomes focus

Job description

St. James's Place is seeking ambitious individuals who are ready to take the next step in their career as financial advisers. You will join a client-centric environment with opportunities to build a substantial client base, both in person and remotely.

The firm provides bespoke support, existing client servicing opportunities, specialist advice and exceptional marketing support. You will work with well-trained advisers and proven processes to grow your own business.