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- Tasks: Join a dynamic team as a Servicing Advisor, supporting clients and building relationships.
- Company: Chartered Edge Wealth Management, part of the award-winning St. James’s Place.
- Benefits: Competitive pay, bonuses, flexible schedules, and professional development support.
- Other info: Access to a large client bank and dedicated management support.
- Why this job: Be part of a fast-growing company with a strong focus on your career growth.
- Qualifications: Motivated individuals with client-facing experience and a passion for relationship building.
The predicted salary is between 30000 - 40000 £ per year.
Exciting new opportunity with Chartered Edge Wealth Management. The company is a Senior Partner practice of the award-winning FTSE100 wealth management company, St. James’s Place, which is one of the fastest growing companies in the FTSE100, with over £220 billion in assets under management.
Chartered Edge Wealth is building on its recent success by growing its team of Financial Advisers and Servicing Advisors, utilising the St. James’s Place Academy for training and development. The company has a strong culture of developing and nurturing its Financial Advisers with a dedicated support team and ongoing development programme.
Highly Competitive Package:
- Office based team with flexible work schedules
- Dedicated management and back office support
- Support from practice principal
- Professional Indemnity insurance, pension
- Financial support during Academy period
- Given immediate access to large client bank
- Location – Newton Abbot
A great candidate will be:
- Highly motivated with a strong desire to continue their professional development
- Steady and detail orientated
- Have a passion for building long term relationships with a client centric attitude
- Team focused approach that fits with the culture and ethos of the practice
- Independent, ambitious and hard working
- Life and work experience in client facing positions
- Sales experience desirable
- Either Level 4 Diploma qualified or completed CII, RO1 and RO5
Locations
Servicing Advisor in Devon, Newton Abbot employer: Chartered Edge Financial Planning
Contact Detail:
Chartered Edge Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Advisor in Devon, Newton Abbot
✨Tip Number 1
Network like a pro! Reach out to current employees at Chartered Edge Wealth Management on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show them you’re not just about the numbers; you’re passionate about building long-term relationships with clients, just like they are!
✨Tip Number 3
Practice your pitch! Be ready to explain how your past experiences make you a great fit for the Servicing Advisor role. Highlight your client-facing skills and any sales experience you have.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Chartered Edge Wealth Management.
We think you need these skills to ace Servicing Advisor in Devon, Newton Abbot
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Servicing Advisor role. Highlight your relevant experience, especially in client-facing positions and any sales experience you have. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for building long-term relationships and your motivation for professional development. Let us know why you're excited about joining our team at Chartered Edge Wealth Management.
Showcase Your Attention to Detail: As a detail-oriented candidate, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Chartered Edge Financial Planning
✨Know Your Stuff
Make sure you understand the role of a Servicing Advisor and the specifics of Chartered Edge Wealth Management. Research their values, services, and recent achievements. This will not only help you answer questions confidently but also show your genuine interest in the company.
✨Showcase Your People Skills
Since this role is all about building long-term relationships, be prepared to discuss your experience in client-facing positions. Share specific examples of how you've successfully managed client relationships or resolved issues, highlighting your client-centric attitude.
✨Demonstrate Your Motivation
The company is looking for someone who is highly motivated and eager to develop professionally. Be ready to talk about your career goals and how this position aligns with them. Mention any relevant training or qualifications, like your Level 4 Diploma or CII certifications.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the team culture, the support you'll receive during your Academy period, or opportunities for professional development. It shows you're engaged and serious about the role.