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- Tasks: Join a dynamic team as a Servicing Advisor, supporting clients and building relationships.
- Company: Be part of Chartered Edge Wealth Management, a leading firm in financial planning.
- Benefits: Enjoy competitive pay, bonuses, flexible schedules, and professional development support.
- Other info: Join a supportive team with access to a large client bank and ongoing development.
- Why this job: Make a real impact in wealth management while growing your career with top-notch training.
- 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 & Servicing Advisors and 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
Servicing Advisor in Exeter 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 Exeter
✨Tip Number 1
Network like a pro! Reach out to current employees at Chartered Edge Wealth Management on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching the company culture and values. We want to show that we’re not just a good fit for the role, but also for the team. Tailor our answers to reflect their ethos!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. This helps us articulate our experience and passion for client relationships clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank you email can keep us fresh in their minds and shows our enthusiasm for the Servicing Advisor position.
We think you need these skills to ace Servicing Advisor in Exeter
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 client 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 Team Spirit: We value a team-focused approach, so make sure to mention any experiences where you've worked collaboratively. Share examples of how you've contributed to a team's success or supported colleagues in achieving their goals.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can get back to you quickly. We can't wait to hear from you!
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 help you answer questions confidently and show that you're genuinely interested in the company.
✨Showcase Your People Skills
Since this role is all about building long-term relationships, be ready to share examples of how you've successfully interacted with clients in the past. Highlight your client-centric attitude and any relevant sales experience to demonstrate your ability to connect with people.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team culture, training opportunities, and what success looks like in this role. This shows that you're engaged and serious about finding the right fit for both you and the company.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. Dress smartly to make a good first impression and show that you take the opportunity seriously.