Wealth Manager / Financial Adviser

JR United Kingdom; London; On-site; GBP 50,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to join their dynamic team in London. This role offers a unique opportunity for ambitious individuals ready to elevate their careers in financial advising. You will receive bespoke support to build your client bank and business, alongside exceptional marketing and administrative assistance. This collaborative environment allows you to focus on delivering true financial advice to clients, ensuring their needs are met effectively. If you are proactive and client-focused, this is the perfect opportunity to thrive and achieve significant financial progression.

Qualifications

• Working towards a Level 4 Qualification in Financial Advice.
• Relevant professional experience in financial advising.

Responsibilities

• Provide financial advice to clients to meet their needs.
• Develop strong professional relationships with clients.

Skills

Client-centric approach

Proactive mindset

Relationship building

Self-starter

Education

Level 4 Qualification in Financial Advice

Job description

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Wealth Manager / Financial Adviser, London

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Client:

St. James’s Place

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Job Title: Associate Partner

Location: London

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

Earnings: An opportunity to build real value, with potential earnings of £100k+ within 2 years, and further financial progression opportunities.

Are you:

• Someone ready to take the next step in your career, proactive, energetic, and ambitious?
• Someone with a client-centric approach and mindset?
• Someone who thrives on developing strong, lasting professional relationships with clients, both in person and remotely?
• A capable self-starter who can maximise support to achieve your aspirations?
• Someone who cares about best practice, team spirit, and positive client outcomes?

How will SJP support you:

We provide bespoke support to facilitate your transition:

• Existing client servicing opportunities with private and corporate clients
• Specialist advice and technical support
• Exceptional marketing support
• Streamlined administration to allow more face-to-face time with clients

You will receive training and support to build your business, network, and client base, including lead generation and sales/marketing assistance.

Work with well-trained advice professionals using proven processes and latest technology. SJP will support efficient case processing, enabling you to focus on face-to-face client interactions without administrative burdens.

This is a great opportunity for experienced or aspiring financial advisers to advance their careers within a collaborative environment focused on providing genuine financial advice to meet clients’ needs and objectives.

If this sounds like the next step for you, please apply.