Wealth Manager / Financial Adviser

St. James's Place; Greater London; Hybrid; GBP 90,000 - 150,000; Full time

Job summary

St. James's Place invites ambitious professionals to join as financial advisers. You will receive bespoke support to transition into our business, with existing client opportunities, specialist technical help, and top-tier marketing support.

The role focuses on building your own client bank while delivering true financial advice using our proven processes and technology. You will work with well-trained advisers in a collaborative environment, balancing in-person client meetings with remote

Qualifications

• Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience.
• Client-centric mindset and proactive approach are essential.
• Strong relationship-building skills with clients, both in person and remotely.

Responsibilities

• Build and grow your own client bank with support from the company.
• Provide financial advice to clients using proven processes and technology.
• Develop and maintain long-term client relationships through face-to-face and remote interactions.
• Leverage marketing and admin support to focus on client-facing activity.

Skills

Client-centric approach

Proactive and ambitious

Relationship building

Self-starter

Education

Level 4 Qualification in Financial Advice

Job description

Minimum Requirements:

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

Earnings

an opportunity to build real value. Potential for earning £100k+ within. 2 years, with the opportunity for further financial progression.

Are you:

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?


• Someone who has a client-centric approach and mindset


• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely


• A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?


• Someone who cares deeply about best practice, strong team spirit and positive client outcomes

How will SJP support you:

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

• Existing client servicing opportunities with both 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 support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing help you need.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. SJP will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on 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.