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- Tasks: Provide holistic financial planning advice to clients across the UK.
- Company: Join St. James’s Place, the UK's largest Wealth Manager with 4,500 talented advisers.
- Benefits: Enjoy bespoke support, exceptional marketing, and streamlined administration for more client interaction.
- Why this job: Be part of a collaborative environment focused on genuine client relationships and impactful financial advice.
- Qualifications: Proactive, energetic, and customer-centric individuals ready to build strong client connections.
- Other info: Receive comprehensive training and support to grow your own business and client network.
The predicted salary is between 36000 - 60000 £ per year.
Direct message the job poster from St. James’s Place
Business Acquisition Consultant at St. James’s Place Wealth Management
Are you an ambitious professional looking to progress your career?
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 in London, 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.
- If this sounds like the next step for you, please apply above
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance, Strategy/Planning, and Management
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Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with current financial advisers at St. James’s Place or similar firms. Attend industry events or webinars to connect with professionals who can provide insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in financial advising and investment management. Being knowledgeable about current market conditions and financial products will help you engage more effectively with potential clients during interviews.
✨Tip Number 3
Prepare to demonstrate your customer-centric approach by sharing specific examples of how you've built relationships with clients in the past. This will show your ability to understand and meet client needs.
✨Tip Number 4
Familiarise yourself with the St. James’s Place brand and their unique selling points. Understanding their approach to client service and investment management will allow you to align your answers with their values during discussions.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and showcases your customer-centric approach. Use specific examples to demonstrate how you've built strong relationships with clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and motivation for the role. Explain why you want to join St. James’s Place and how your skills align with their values and goals.
Highlight Relevant Skills: Emphasise skills such as relationship building, target achievement, and proactive client engagement. Mention any experience with investment management or financial planning that would be beneficial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at St. James’s Place
✨Show Your Ambition
Make sure to convey your ambition and drive during the interview. Share specific examples of how you've proactively pursued opportunities in your career, as this aligns with what St. James’s Place is looking for in a candidate.
✨Demonstrate Client-Centric Mindset
Prepare to discuss how you prioritise client needs and build relationships. Use anecdotes that highlight your ability to understand clients' financial objectives and how you've successfully engaged with them in the past.
✨Highlight Team Spirit
Emphasise your ability to work collaboratively within a team. Discuss experiences where you contributed to a positive team environment or achieved goals through teamwork, as this is important for the culture at St. James’s Place.
✨Prepare for Target-Driven Questions
Be ready to talk about your experience working towards targets. Provide examples of how you've maximised opportunities in previous roles, showcasing your efficiency and effectiveness in achieving results.
