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- Tasks: Assist clients with financial services and build lasting relationships.
- Company: Join a leading wealth management firm with a supportive team culture.
- Benefits: Competitive pay, bonuses, flexible schedules, and professional development support.
- Other info: Access to a large client bank and ongoing training through the St. James's Place Academy.
- Why this job: Be part of a fast-growing company and make a real difference in clients' lives.
- Qualifications: Motivated individuals with client-facing experience and a passion for finance.
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, it is the largest financial planning/wealth management company in the UK.
Chartered Edge Wealth is in the process of 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 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 Newton Abbot
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Chartered Edge Wealth Management. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they align with your own. This will help you show them that you’re not just a good fit for the role, but for the team too!
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re passionate about becoming a Servicing Advisor and how your skills can benefit the team. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Servicing Advisor in Newton Abbot
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Servicing Advisor role. Highlight any client-facing positions and sales experience you've had, as these are key for us at Chartered Edge Wealth Management.
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. We want to see your personality come through!
Showcase Your Team Spirit: Since we value a team-focused approach, mention any experiences where you’ve worked collaboratively. This will show us that you fit well with our culture and ethos at Chartered Edge Wealth Management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with us!
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. Familiarise yourself with their services, values, and the St. James's Place Academy. This will show your genuine interest and help you answer questions confidently.
✨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 experience that demonstrates your ability to connect with people.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and how you handle client situations. Think of specific scenarios where you’ve had to navigate challenges or provide exceptional service, and be ready to discuss these in detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team culture, training opportunities, or how success is measured in the role. This shows your enthusiasm and helps you determine if the company is the right fit for you.