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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 interaction.
- 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 and aspiring financial advisers looking to grow.
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.
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 provide insights or referrals.
✨Tip Number 2
Familiarise yourself with the St. James’s Place brand and their unique approach to wealth management. Understanding their values and services will help you align your pitch and demonstrate how you can contribute to their client-centric philosophy.
✨Tip Number 3
Prepare to showcase your ability to build relationships by sharing examples of how you've successfully engaged with clients in the past. Highlight your proactive approach and any specific strategies you've used to understand and meet client needs.
✨Tip Number 4
Research the financial landscape in the North of England, particularly focusing on the needs of private clients and business owners. Being knowledgeable about local market trends will help you engage effectively with potential clients and demonstrate your expertise.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp what the company is looking for in a Financial Adviser. Highlight key skills and attributes they value, such as a customer-centric approach and the ability to build strong professional relationships.
Tailor Your CV: Customise your CV to reflect the specific skills and experiences that align with the job requirements. Emphasise your proactive nature, ability to work towards targets, and any relevant experience in wealth management or client servicing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Use specific examples from your past experiences to demonstrate how you meet their criteria, particularly your ability to engage with clients and provide tailored financial advice.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Rhodian Wealth Management Ltd
✨Show Your Client-Centric Mindset
Demonstrate your understanding of a customer-centric approach by sharing examples from your past experiences. Highlight how you have built strong relationships with clients and how you prioritise their needs in your financial advice.
✨Prepare for Scenario-Based Questions
Expect to be asked about specific scenarios where you had to engage with clients or handle difficult situations. Prepare detailed responses that showcase your problem-solving skills and ability to maximise opportunities.
✨Research the Company and Its Values
Familiarise yourself with the company's mission, values, and the unique services they offer. This will help you align your answers with their ethos and demonstrate your genuine interest in becoming part of their team.
✨Emphasise Your Proactivity and Ambition
Be ready to discuss how you take initiative in your work and seek out new leads. Share specific examples of how your proactive nature has led to successful outcomes in your previous roles.
