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- Tasks: Help clients manage their wealth and provide tailored financial advice.
- Company: Join a leading financial services firm dedicated to client success and professional growth.
- Benefits: Enjoy potential earnings of £100k+ within two years and receive extensive training and support.
- Why this job: Be part of a collaborative team focused on making a real impact in clients' lives.
- Qualifications: Must be working towards a Level 4 Qualification in Financial Advice or have relevant experience.
- Other info: This role offers existing client servicing opportunities and exceptional marketing support.
The predicted salary is between 72000 - 84000 £ per year.
Location: London
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.
If this sounds like the next step for you, please apply.
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager / Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance events or join online forums to connect with current wealth managers and financial advisers. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Demonstrate your client-centric approach by volunteering for community financial literacy programmes. This not only showcases your commitment to helping others but also allows you to gain practical experience and build relationships with potential clients.
✨Tip Number 3
Familiarise yourself with the latest financial technologies and tools that enhance client interactions. Being tech-savvy can set you apart from other candidates and show that you're ready to embrace the support structure offered by us.
✨Tip Number 4
Prepare to discuss your proactive strategies for building a client base during interviews. Think about how you would leverage existing client servicing opportunities and the marketing support we provide to grow your business effectively.
We think you need these skills to ace Wealth Manager / Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Wealth Manager or Financial Adviser. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Qualifications: If you're working towards a Level 4 Qualification in Financial Advice, mention this prominently in your CV and cover letter. If you have relevant professional experience, detail it clearly to demonstrate your capability.
Showcase Client-Centric Mindset: In your application, emphasise your client-centric approach. Provide examples of how you've built strong relationships with clients in the past, whether in person or remotely, to illustrate your suitability for the role.
Express Ambition and Proactivity: Convey your ambition and proactive nature in your cover letter. Discuss your career aspirations and how you plan to leverage the support offered by the company to achieve your goals in the financial advisory field.
How to prepare for a job interview at St. James’s Place
✨Show Your Proactivity
Demonstrate your proactive nature by sharing specific examples of how you've taken initiative in previous roles. This could include instances where you identified client needs or developed new strategies to enhance client relationships.
✨Emphasise Client-Centric Mindset
Prepare to discuss how you prioritise clients' needs and how you've successfully built lasting relationships. Use anecdotes that highlight your ability to listen, understand, and respond to client concerns effectively.
✨Highlight Team Spirit
Since the role values collaboration, be ready to talk about your experiences working within a team. Share how you've contributed to a positive team environment and how you leverage team support to achieve client outcomes.
✨Prepare for Technical Questions
Given the financial advisory nature of the role, brush up on your technical knowledge related to financial products and regulations. Be prepared to answer questions that assess your understanding of the industry and your ability to provide sound financial advice.
