Financial Adviser - Retirement Planning

Financial Adviser - Retirement Planning

London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage in a blend of digital, live, and practical learning to become a financial adviser.
  • Company: Join St. James’s Place, a leader in financial advice and support for new advisers.
  • Benefits: Enjoy a fully funded training programme and the chance to build your own business.
  • Why this job: This role offers personal growth, entrepreneurial opportunities, and a supportive community.
  • Qualifications: No prior financial knowledge needed; just bring your entrepreneurial spirit and interpersonal skills.
  • Other info: Connect with us on LinkedIn for more insights and opportunities.

The predicted salary is between 28800 - 48000 £ per year.

Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by St.

How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn and strong interpersonal skills, together we can make it happen.

James’s Place Financial Adviser Academy offers an industry-leading programme that supports and trains new advisers to achieve the qualifications and skills they need for a successful career in financial advice and the launchpad to grow your own business.

If you are ready to take the next step by building your own career and business, then the St. James’s Place Financial Adviser Academy is the place for you.

If you’re interested in exploring the opportunity to take your career further, please do drop me a message on LinkedIn, send me an email at craig.

Financial Adviser - Retirement Planning employer: St. James's Place Financial Adviser Academy

St. James’s Place Financial Adviser Academy is an exceptional employer that prioritises your professional growth through a comprehensive, fully funded training programme designed to equip you with the skills and qualifications needed for a successful career in financial advice. With a vibrant work culture that fosters entrepreneurial spirit and collaboration, you'll have the unique opportunity to build your own business while being supported by a community of specialists and industry leaders, all within a dynamic and engaging environment.
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Contact Detail:

St. James's Place Financial Adviser Academy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Adviser - Retirement Planning

✨Tip Number 1

Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with current financial advisers and learn from their experiences. This can provide valuable insights and potentially lead to referrals.

✨Tip Number 2

Engage with online platforms and forums related to financial advising. Participating in discussions can help you build your knowledge and showcase your enthusiasm for the field, making you a more attractive candidate.

✨Tip Number 3

Consider reaching out directly to current employees at St. James’s Place on LinkedIn. Ask them about their experiences and any advice they might have for someone looking to join the Academy programme. This personal touch can set you apart.

✨Tip Number 4

Stay updated on industry trends and news. Being knowledgeable about current events in finance can help you engage in meaningful conversations during interviews and demonstrate your commitment to the profession.

We think you need these skills to ace Financial Adviser - Retirement Planning

Interpersonal Skills
Entrepreneurial Spirit
Communication Skills
Client Relationship Management
Financial Literacy
Problem-Solving Skills
Adaptability
Sales Skills
Networking Skills
Time Management
Negotiation Skills
Analytical Thinking
Presentation Skills
Emotional Intelligence

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand what a Financial Adviser does, especially in the context of retirement planning. Familiarise yourself with the skills and qualities that St. James’s Place values, such as interpersonal skills and an entrepreneurial spirit.

Tailor Your CV: Craft your CV to highlight relevant experiences and skills that align with the job description. Emphasise any customer service roles or experiences that showcase your ability to connect with people, as this is crucial for a financial adviser.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the academy programme. Share your motivation for wanting to become a financial adviser and how you plan to leverage the training provided by St. James’s Place to build your career.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-structured and professional. A polished application reflects your attention to detail and commitment to the role.

How to prepare for a job interview at St. James's Place Financial Adviser Academy

✨Show Your Entrepreneurial Spirit

During the interview, highlight your entrepreneurial mindset. Share examples of how you've taken initiative in past roles or projects, demonstrating your ability to think creatively and drive results.

✨Emphasise Interpersonal Skills

As a financial adviser, strong interpersonal skills are crucial. Be prepared to discuss how you build relationships with clients and colleagues. Use specific examples to illustrate your communication style and ability to connect with others.

✨Demonstrate a Willingness to Learn

Express your eagerness to learn and grow within the role. Discuss any relevant courses or training you've undertaken, and show enthusiasm for the Academy programme's blend of digital and practical learning opportunities.

✨Research the Company Culture

Familiarise yourself with St. James’s Place and its values. Understanding the company culture will help you align your answers with what they value in their advisers, making you a more appealing candidate.

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