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For Companies At a Glance
- Tasks: Engage with clients to understand their financial goals and provide tailored advice.
- Company: Join a leading Wealth Management firm in Manchester, dedicated to client success.
- Benefits: Enjoy bespoke support, marketing assistance, and streamlined admin for more client time.
- Why this job: Be part of a collaborative team focused on making a real impact in clients' lives.
- Qualifications: Proactive, energetic, and customer-centric individuals are encouraged to apply.
- Other info: Ideal for both experienced advisers and those looking to start their career.
The predicted salary is between 28800 - 48000 £ per year.
Based in Manchester, we are ideally located to provide a bespoke, transparent Wealth Management Service to private clients, business owners, trustees and corporate clients within the North of England. By putting our clients firmly at the heart of everything we do, we are able to build long lasting relationships. This allows us to help our clients achieve not only their own financial objectives, but also provide financial security to their family members so that generations to come can look to the future with confidence and optimism.
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
- Exceptional marketing support, including client events
- 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 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.
Locations
Financial Adviser employer: Rhodian Wealth Management Ltd
Contact Detail:
Rhodian Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Manchester. Attend local events, seminars, and workshops to meet potential clients and industry professionals who can refer you to new leads.
✨Tip Number 2
Develop a strong understanding of the St. James’s Place brand and its unique approach to wealth management. This will help you articulate how you can align your services with their values during interviews or networking opportunities.
✨Tip Number 3
Practice your client engagement skills by role-playing scenarios with friends or colleagues. Focus on building rapport and understanding client needs, as this is crucial for a customer-centric approach.
✨Tip Number 4
Stay updated on the latest trends in financial advising and investment management. Being knowledgeable about current market conditions will not only boost your confidence but also impress potential employers.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Adviser. Tailor your application to highlight how your skills and experiences align with their requirements.
Craft a Compelling CV: Your CV should reflect your proactive and customer-centric approach. Include specific examples of how you've built relationships with clients and achieved financial objectives in previous roles.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your ambition and how you can contribute to their team spirit and positive client outcomes.
Highlight Relevant Experience: Make sure to emphasise any experience you have in wealth management or financial advising. Mention your ability to engage with new leads and your success in meeting targets efficiently.
How to prepare for a job interview at Rhodian Wealth Management Ltd
✨Understand the Company Culture
Before your interview, take some time to research the company’s values and culture. This will help you align your answers with what they are looking for in a candidate, especially their focus on client relationships and teamwork.
✨Showcase Your Client-Centric Approach
Be prepared to discuss specific examples of how you've successfully built relationships with clients in the past. Highlight your proactive and energetic approach to understanding their financial objectives and how you can apply this in your new role.
✨Demonstrate Your Target-Driven Mindset
Since the role involves working towards targets, share experiences where you have met or exceeded goals. Discuss your strategies for maximising opportunities and how you plan to achieve success in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and client servicing. This shows your genuine interest in the role and helps you understand how you can contribute to their mission of providing exceptional financial advice.
