Wealth Manager: Grow Your Client Base & £100k+ Potential

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

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