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- Tasks: Provide tailored financial advice and manage client portfolios with a focus on relationship building.
- Company: Join a respected St. James’s Place Partner Practice known for bespoke wealth management services.
- Benefits: Enjoy a competitive salary, excellent benefits, and opportunities for career progression.
- Why this job: Be part of a dynamic team that values personal connections and offers holistic financial solutions.
- Qualifications: Must be a qualified SJP Advisor with CAS status and experience in wealth management.
- Other info: Exceptional support in paraplanning and compliance allows you to focus on client relationships.
The predicted salary is between 30000 - 70000 £ per year.
Location: Harrow, Northwest London
Salary: Up to £50,000 (DOE) + Excellent Benefits + Career Progression
Are you a qualified SJP Advisor with CAS status and a strong background in wealth management? Do you thrive in a client-focused environment where long-term relationships and tailored solutions are the priority?
We’re working with a highly regarded St. James’s Place (SJP) Partner Practice that specialises in bespoke wealth management services. Known for their personal and holistic approach, they offer expert advice across retirement planning, investment strategies, and broader financial consulting—all tailored to each client’s individual goals.
The Role: This is an excellent opportunity to join a dynamic and supportive team, providing first-class service to a diverse client base with assets ranging from £2,000 to several million. The firm provides exceptional paraplanning, admin, and compliance support, allowing you to focus on what matters most—building trusted client relationships and delivering quality advice.
Key Responsibilities:
- Provide holistic financial advice and manage a portfolio of clients
- Conduct end-to-end client reviews and handle disinvestments
- Submit cases and manage planning processes efficiently
- Maintain client relationships
Financial Advisor (with CAS status) - SJP Practice, Harrow, Up to £50,000 (DOE) employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (with CAS status) - SJP Practice, Harrow, Up to £50,000 (DOE)
✨Tip Number 1
Network with other financial advisors and professionals in the wealth management sector. Attend industry events or local meetups to connect with potential colleagues or mentors who can provide insights into the SJP practice and its culture.
✨Tip Number 2
Familiarise yourself with the specific services offered by St. James’s Place. Understanding their unique approach to wealth management will help you demonstrate your alignment with their values during interviews.
✨Tip Number 3
Prepare to discuss your client relationship management strategies. Highlight your experience in building long-term relationships and how you tailor solutions to meet individual client needs, as this is crucial for the role.
✨Tip Number 4
Research the latest trends in financial advising and wealth management. Being knowledgeable about current market conditions and investment strategies will show your commitment to providing top-notch advice to clients.
We think you need these skills to ace Financial Advisor (with CAS status) - SJP Practice, Harrow, Up to £50,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as an SJP Advisor with CAS status. Emphasise your experience in wealth management and client relationship building, showcasing specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for providing tailored financial advice. Mention your understanding of the importance of long-term client relationships and how your approach aligns with the firm's values.
Highlight Relevant Experience: In your application, focus on your previous roles in financial advising, particularly those that involved managing diverse client portfolios. Use metrics to demonstrate your success in client retention and satisfaction.
Showcase Soft Skills: Since this role is client-focused, emphasise your interpersonal skills, such as communication, empathy, and problem-solving. Provide examples of how you've successfully navigated client challenges in the past.
How to prepare for a job interview at Click To Hired
✨Showcase Your CAS Status
Make sure to highlight your CAS status during the interview. This qualification is crucial for the role, so be prepared to discuss how it enhances your ability to provide tailored financial advice.
✨Demonstrate Client-Centric Approach
Since the firm values long-term client relationships, share examples of how you've successfully built and maintained these relationships in your previous roles. Emphasise your commitment to understanding clients' unique needs.
✨Prepare for Technical Questions
Expect questions related to wealth management, retirement planning, and investment strategies. Brush up on your knowledge in these areas and be ready to discuss how you would apply this knowledge to real client scenarios.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and client service. This shows your genuine interest in the role and helps you assess if the company aligns with your professional values.
